Here’s a quick guide on using Custom Fields in Zero BS CRM. This is the first version of the custom fields manager, and will be replaced by an improved custom fields editor in Q1 of 2018, (which’ll be even easier to use).
How to add a custom field
- Log into your WordPress and go to ‘Zero BS CRM -> Settings’ from your WordPress menu
- From the menu on the top left of settings, select “Custom Fields”
- From this screen you can add or update any number of custom fields against: Contact, Address, Companies, and Quotes. Note: Adding fields to the “Address” section adds them to anywhere you see Addresses in Zero BSCRM.
What Field name does my custom field use?
As per the page for all contact field names, Contact Custom Fields get a fieldname (key) when they’re created. You can see this key from the Custom Fields screen, under “Source” in a teal-coloured label.
These are usually permalink-style.
e.g. "Food Preference" as a label would make the key: "food-preference"