⚠️ 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.
You can change existing Custom Fields in Applicants, Clients, Contacts, Jobs or Placements records:
⚠️Important: 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 ⠇More (from the top of the record)
Click Configure Custom Fields
Select the field(s) you wish to edit
Click Edit
Make your changes
Click Save
To add new Custom Fields in Applicants, Clients, Contacts, Jobs or Placements records:
Click Applicants, Clients, Contacts, Jobs or Placements
Select any record
Click ⠇More (from the top of the record)
Click Configure Custom Fields
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
📌 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.