Flexible form fields

Custom fields in 3sigma CRM allow you to tailor the app to fit your business processes, capturing exactly the data you need. Whether you’re managing leads, tasks, activities, forms, or products, the same flexible system applies. You can create fields like text boxes, dropdowns, and even address fields with Google Maps integration. 🌐 Let’s explore how to set up and use custom fields!

Types of Custom Fields Available 🔄

You can create various types of custom fields to capture specific information:

1. Text Field 📝

   • Ideal for capturing names, comments, or any other text-based details.

2. Amount Field 💰

   • Useful for tracking sales values, costs, or any numeric amount.

3. Date Field 📅

   • Add important dates such as follow-up deadlines or purchase dates.

4. Time Field ⏰

   • Perfect for scheduling tasks or logging activity times.

5. Address Field with Google Maps 🌍

   • Capture precise locations with an integrated map feature for easy navigation.

6. Options Dropdown 🔽

   • Create a single-select dropdown to categorize information, such as product types or lead sources.

7. Multi-Select Dropdown ✅

   • Allows multiple selections for fields like services offered or product categories.

8. Number Field 🔢

   • Great for logging quantities, phone numbers, or other numeric data.

9. Mandatory Flag ⚠️

   • You can mark fields as mandatory to ensure critical information is always captured.

Syncing Custom Fields with Your Team 🔄

Custom fields are automatically synced to your team, ensuring everyone has the same data structure for consistency. If you need the fields to appear immediately, you may force a sync:

1. Go to the More menu in the app.

2. Tap Log Out and log back in to refresh the custom fields instantly.