FAQs in this section
How do I add a new Custom Field in the Line Item Block?
Yes, you can add a Custom Field in the Line Item Block.
Follow these steps to add a custom field:
- Log in to the CRM.
- Click user Menu.
- Select Settings. The Settings page opens.
- Click Module Layouts and Fields. The Module Layout and Fields page opens.
- Select the respective module.
- Go to the Item Details section.
- Click Add Custom Field.
- Enter the details.
- Click Save.
To learn about adding fields, click Module Layouts & Field Editor.