3Sigma Mobile CRM
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  • Welcome
    • Getting started
    • Adding or importing leads
      • Add lead via Leadform
      • Bulk import leads(CSV)
      • Import from Google sheets
      • Google Contacts
    • Managing leads
      • Custom Lead list
      • Filtering leads
      • Managing lead details
      • Editing leads in bulk
      • Exporting Leads πŸ“€
    • Calls management
    • Training videos
  • Changelog
    • Web app
    • Mobile app
    • Weekly updates
  • Features
    • πŸ“ž Auto dialler
    • πŸ“‚ Manage content
    • πŸ“‹ Manage task's
    • ➑️ Automatic lead distribution
    • πŸ”— Integration's
      • Facebook leadforms
      • indiamart
      • Justdial
      • 99acres
      • Magicbricks
      • Tradeindia
      • Wordpress website
      • Zapier
      • Brevo
      • Razorpay
      • Pabbly
      • Google Calender
      • Google Meet
      • Gmail
    • πŸ“Š Dashboard
    • βš™οΈ Customizations
      • Flexible form fields
    • πŸ‘₯ Manage teams
    • πŸ“ Forms
    • 🏒 Managing Multiple Businesses
    • 🚫 Managing duplicates
  • Auto reply bots
  • Whatsapp business API
    • Intro- Whatsapp business API
    • WABA API onboarding
    • Inbox
    • Templates
    • Campaigns
    • Common errors and FAQ's
    • Common template/payment issues
    • Green Tick Verification Badge: What It Is and How to Get It
  • WhatsApp Cloud API: Account Bans, Setup Requirements & Best Practices
  • Automation
    • πŸ€– Automations
  • Invoice & Quotation
    • πŸ’° Manage Invoices
    • πŸ›’ Manage Products
    • πŸ“ Manage Quotation
  • Common issues
    • Troubleshooting Call Log Syncing Issues
    • Changing the Default WhatsApp App for Messaging
    • Facebook Troubleshooting
    • Delayed Facebook Lead Alerts
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  1. Features
  2. βš™οΈ Customizations

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 πŸ”„

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

  1. Text Field πŸ“

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

  2. Amount Field πŸ’°

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

  3. Date Field πŸ“…

    • 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 πŸ”½

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

  7. Multi-Select Dropdown βœ…

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

  8. Number Field πŸ”’

    • 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 πŸ”„

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.

Previousβš™οΈ CustomizationsNextπŸ‘₯ Manage teams

Last updated 8 months ago

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