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📝 How to Add an Additional Field to a CRM Record

Jake
Jake
  • Updated

Question

How to add an additional field to a CRM record?

Answer

There are two places for additional information. One place for Customer information and one place for vehicle information.

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You can add fields in by going to CRM - Parameters - Dealer Parameters.

Staying on the Enterprise tab, choose from the Parameter type drop down

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To add customer additional fields choose Customer User Definable Headings.

To add vehicle additional fields choose User Defined Vehicle Headings.

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Anything added in either place will then pull through to the respective additional tab within the CRM record.