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Add Custom Fields

Add Custom Fields in Modules Using Hyegro Platform

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This demo showcases how to add custom fields across various modules in the Hyegro platform

Go to [your-company-instance.hyegro.com]

1. Introduction

You will see how customizing fields enhances data management and streamlines your workflows.

Introduction

2. Navigate to Company Settings

Access the Company Settings to manage your company preferences and configurations.

Navigate to Company Settings

3. Open Custom Fields Section

Go to the Custom Fields section where you can create and manage custom data fields.

Open Custom Fields Section

4. Select Contacts Module

Choose the Contacts module to add or modify custom fields specific to contact records.

Select Contacts Module

5. Select Deals Module

Switch to the Deals module to customize fields related to your sales deals.

Select Deals Module

6. Select Accounts Module

Access the Accounts module to manage custom fields for account information.

Select Accounts Module

7. View All Modules List

Review the list of modules including Leads, Contacts, Deals, Accounts, Orders, and Quotations for field customization.

View All Modules List

8. Select Leads Module

Select the Leads module to add custom fields that capture lead-specific data.

Select Leads Module

9. Access Field Label Input

Click on the Field Label input area to define the name of your new custom field.

Access Field Label Input

10. Enter Field Label Name

Enter your desired field label, such as Tax Info, to identify the custom field purpose.

Enter Field Label Name

11. Choose Data Type Text

Select Text as the data type to allow text input for this custom field.

Choose Data Type Text

12. Confirm Field Settings

Click to confirm and proceed with the custom field configuration.

Confirm Field Settings

13. Enable Field Option

Turn on the option to activate the custom field for use in the module.

Enable Field Option

14. Fill Field Activation

Fill in the activation setting to ensure the field is enabled and functional.

Fill Field Activation

15. Confirm Activation

Click to finalize the activation of the custom field within the module.

Confirm Activation

16. Review Custom Fields Overview

Review the overview of custom fields for Leads, including labels, data types, and required settings.

Review Custom Fields Overview

17. Add New Custom Field

Click to add a new custom field to the selected module for enhanced data capture.

Add New Custom Field

18. Open Leads Table View

Access the Leads table view to see how custom fields appear in your data records.

Open Leads Table View

19. Select Lead Record

Click on a specific lead record, such as John Doe, to view detailed information including custom fields.

Select Lead Record

20. View Custom Field Details

Click to view detailed information for the custom field labeled Tax Info within the lead record.

View Custom Field Details

21. Access Tax Info Field

Click on the Tax Info field to review or edit the custom data entered for this lead.

Access Tax Info Field

This demo demonstrated how to add and manage custom fields across multiple modules in Hyegro, enhancing your ability to tailor data capture to your business needs. Start customizing your modules today to improve data organization and workflow efficiency.

Modified at 2026-01-30 08:18:10

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