How to create a Custom Field?

To create a custom field:

  1.  Click on "Add custom field."
  2.  Enter the name for your custom field.
  3.  Choose a field type from the supported options:
  • String: Alpha-numeric values
  • Number: Numeric values only
  • Date
  • Periodic Date: Options for annual or monthly occurrences


For instance, you can track birth dates on an annual basis or manage monthly renewal dates.

4. After configuring your custom field, click "Save" to finalize its creation.


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