CRM Custom Fields v18

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CRM Custom Fields v18

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CRM Custom Fields

This module useful to create dynamic fields in CRM (Customer Relationship Management) without any technical knowledge. Specify basic things and fields added in the form view.

Related Modules

Global Custom Fields

Advance

Hot Features

Custom Fields In CRM Form

Custom Tabs In CRM Form

Edit/Delete Any Fields

Features

Add custom field & tab in CRM Form View.
Easy to specify the position of fields.
Multiple fields type available.
The Widget also given for many2one and many2many fields.
Selection widget for many to one field.
Radio widget for selection field.
Phone, url, email widget for char fields.
Many to many : Binary widget added (Binary widget useful to give more than 1 one attachements).
Float Time: Float time widget added to track time (hours:minutes).
Text: Html widget added which will be useful to get html interface on text field.
Priority: This feature added to add priority view.
Domain: This feature added for many2one and many2many fields. this will help you to filter records of selected model. lets say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.
Checkboxes: This feature added to select multiple values from model. in this you wil see all options with tickbox. you can tick multiple items.
Image widget for binary field.
Other features like help text (hint text), required field, copied field.
Easy to edit or delete any fields.
Easy to give access to fields to specific groups.

Set User rights to allow add custom field inside CRM.

Click on the "Add Custom Field" & 'Add Custom Tab' button to add a new field & tab in the CRM form. Click on the Add Custom Tab' button.

You can set tab name, label, groups & tab list position and click 'Create Tab'.

'Other Info' Tab is created.

For adding the field in the custom tab click 'Add custom field' and add field name, label, type, tab list, tracking for track field value, and click 'Create fields'.

You can select only either tab or position fields.

IF you select both custom field and custom tab then the error message will be appear.

Image widget added.

Image field added in form view.

For adding the field in the custom tab click 'Add custom field' and add field name, label, type, tab list, tracking for track field value, and click 'Create fields'.

The custom field 'Is New Lead' is created.

Set type as a date and set the copied field to 'True'.

Date field added in form view.

Datetime field set to copied "True".

Datetime field added.

Float: Float time field added to track time (hours: minutes).

Float time field added.

Set type as a text.

Text feature added.

Integer type added.

Integer value added.

Many to many fields with model and widget and access rights set to the given group.

Many to many: This feature added for many to many fields. this will help you to filter records of the selected model. let's say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.

Set type as a datetime and set the copied field to 'True'.

Datetime field added.

Float: Float time widget added to track time (hours: minutes).

Float time widget added.

Integer type added.

Selection widget added.

Integer type added.

Integer value added.

Checkboxes: This feature added to select multiple values from the model. in this, you will see all options with a tickbox. you can tick multiple items.