Clarity CRM allows you to add many types of custom fields to your database to make it specific to your business. View samples of all the data types and learn techniques to get the data to ‘flow’ across modules using the new Global fields and the copy function for the custom fields. Get ideas on how to make your database work better for your team.
00:07 INTRODUCTION AND AGENDA
02:55 DATA FLOW
07:10 EXPLORE, AND BUILD EXAMPLES OF CUSTOM FIELDS & DEMONSTRATE HOW THEY WORK
09:25 Global Fields
22:30 Add Custom Field to Multiple Modules
25:13 Drop Down
28:53 Dropdown Dependent
31:50 Dropdown Multi Select
32:50 Text Dependent
45:00 Link Fields
45:30 Checkbox
46:25 Look-up Field
48:25 Text Wrap
51:05 Relationship Field
57:12 Calculated Field
36:00 SET UP THE UI TEMPLATE IN THE RECORD DESIGNER
