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Plus fields

How to set up plus fields for each module

Updated over 2 years ago

If you have the Enterprise package of webCRM you have the option to set up 20 extra fields (known as +fields) for each module.

To create or manage +fields click on Gear icon → Configurations

On the next page select Custom fields → The module you want to manage → Plus ikon

You create and manage +fields in much the same way as Custom fields. However, with these differences:

+Fields Position
The order of your +fields is determined by the number under position. In this case TEST 1 will displayed first and then DATE TEST:

If you choose a position with an asterisk, such as *1, *2, *3 the fields will appear on the normal data page for that module along side the regular Custom fields. These positions should be selected to interact with the positions of the Custom fields.

Once you have set up your +fields you will be able to find them on the main overview of a module. There is a button you here that you must click on to display your + fields:

Here you can see a video that explains +fields in webCRM:


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