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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