Custom Fields in Policy
Admin can add custom fields in the Policy module, which can be used if there are additional field requirements from the client or agency.
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Bulk contact upload in Contacts
In this article, you will learn: Custom fields in CSV Upload for Contacts Custom data upload in CSV upload Uploading Contact using Excel With this
Custom Fields for Accounts
Admin can add, edit or delete the custom data fields in Accounts. To view the enhancement: Navigate to Accounts Click three-dots icon Select Custom
Custom fields as automation Tag
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
Ability to make custom fields mandatory for adding deal
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
Add Multiple Texts in Custom Fields
Now you can add multiple texts in custom fields while adding or updating any contact. To view enhancement: Navigate to Contacts Click on 3 dots
View each custom fields individually in the directory
In this article, you will learn: Add a Custom Field View only Selected Custom fields in Contact Table View View all Custom fields in Contact360
