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      How Can I Create Custom Data Field in Capsule CRM?

      You can easily create Custom Data Fields in Capsule CRM using our mapping User Interface.To proceed, follow these steps:

       

      1. Go to objects mapping page by clicking Change fields mapping

      change_fields_mapping(optional)_self_service

      2. On the mapping page, click Unmapped Fields, choosing Advanced Mapping Mode.

      custom_fields_advanced_mappping_mode

      1. You will open a window where you can map fields that weren’t automated. On the target CRM side, click Add custom field: 

      add_custom_field_target

      1. Choose a field type on your target CRM from the dropdown list. The custom field will appear in the list of Capsule CRM so you can match it.

      add_custom_field_list_field_add

      Please note that this option is available only for Accounts, Cases, Contacts, Opportunities.

      1. Set the desired field name and description, and  click Add custom field: 

      source_type