1. Click on Go To CRM

Click on Go To CRM


2. Click on Custom Fields

Click on Custom Fields


3. Click on Add Custom Field

Click on Add Custom Field


4. Enter A Custom “Field Name”

Enter A Custom "Field Name"


5. Type A “Description For Your Reference”

Type A "Description For Your Reference"


6. Select A Field Type

String Is Used to Store Alpha Numeric Values,
Number Is Used to Store Numeric Values,
The date is Used to Store A Date in Custom Field.

In Most Cases, String is the Suitable Field Type.

Select A Field Type


7. Select A Color String

Select A Color String


8. Select / Leave Blank if you want to See / Not See this Custom Field in Chat Panel & Contacts Table in CRM

Select / Leave Blank if you want to See / Not See this Custom Field in Chat Panel & Contacts Table in CRM


9. Click on Save

Click on Save

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