Delete Custom fields and Sections

Delete Sections In order to delete sections. Go toĀ Settings > Custom fields > Select Module. In the right side of the section click on ā€œDeleteā€ button. A popup will be shown, and click onĀ OkĀ button to delete it. Note:- If you delete section, all the custom fields and it’s values will also delete.   Delete Custom […]

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Edit and Update Custom fields and Sections

Edit and Update Sections In order to edit and update existing sections. Go toĀ Settings > Custom fields > Select Module. In the right side of the section click on “Edit” button. A form will be visible with existing values, do you modifications and click on Save button to update it. Edit and Update Custom fields […]

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Create New Custom fields and Sections

Create New Section In order to create new section. Just go to Settings > Custom fields > Click “Add Section” button for selected module. A form will be visible, put information for new section and click on Save button to add new Section for selected module. Create New Custom fields After creating the section then […]

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List all Custom fields

List all Custom fields In order to view all custom fields. Just go to Settings > Custom fieldsĀ andĀ  Select Module to view all fields for that module. In order to differentiate the module field and custom fields for that module, those fields which have placed the delete button is the custom fields and rest of […]

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Roles

List all Roles In order to view all roles. Just go to Settings > Roles. A table will be shown to list all roles in CRM. Create New Role In order to create new role. Just go to Settings > Roles > Click “New” button. A form will be visible, put role name and assign […]

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Users

List all Users In order to view all users. Just go to Settings > Users. A table will be shown to list all users in CRM. Create New User In order to create new user. Just go to Settings > Users > Click “New” button. A form will be visible, put information for new user […]

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