System Fields

Published on January 19, 2021, updated on June 29, 2021

System Fields allows user to Add/Update/Delete systems field that will be used in Insites CRM.

Add System Fields

  • to Add a System Field, User needs to type in the Field Name and then Click Save.

 
 

Update System Fields

  • to Update a System Field, User must hover over the System Field and click on the Edit link, This will allow the user to update the System Field name.
     

 
 

Delete System Fields

  • to Delete a System Field, User must hover over the System Field and click on the Delete link, This will remove the System Field from the list.

     
     
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