ā ļø Important: A user with the restriction Custom Defined Column Create or Edit on their role will not be able to either Create or Edit Custom Defined Columns.
Change existing Custom Fields
ā ļøImportant: you can not edit the Name, Type, Size or Lookup List entries for a custom field once it has any data in it.
Click Applicants, Clients, Contacts, Jobs or Placements.
Select any record.
Click ā More (from the top of the record).
Click Configure Custom Fields.
Select the field(s) you wish to edit and click Edit.
Make your changes and then click Save.
Add new Custom Fields
Click Applicants, Clients, Contacts, Jobs or Placements.
Select any record.
Click ā More (from the top of the record).
Click Configure Custom Fields and then click New.
Fill in the information:
Name
Display Name
Type (from dropdown)
Tab (from dropdown)
Size
Lookup List (if applicable)
Read Only
Position
Column
Height
InfoTip Text
Click Save.
š Note: The Display Name is used as the label for the Custom Field.
In order for a custom field to appear on the record , the page needs to refresh. This is something that Access Recruitment CRM will do by itself once a custom field is created or updated. If it does not, refresh your page and try again.
If refreshing your page does not resolve this issue, please contact us via the Access Digital Assistant, referencing the title of this article.
Please also provide details of the custom field(s) in question.