Custom fields are used to customize the informations in many different Microbizz modules.

For understanding custom fields in general you should look at this section.

Company custom fields

For creating and editing company custom fields, you should head to the CRM module and choose SETTINGS > CUSTOM FIELDS.

Here you will see and manage custom fields.


Create/Edit custom fields

Creating and editing custom fields is done in the same way for all modules.

What is specific for the User module is the visibility, which is related to company types as seen below.

Assigning custom fields

When editing a company you will see that the newly created fields are available to you.

You will also see the change in the custom fields when editing the company type.

Show custom field

When saving the company, the newly added custom field will be available on the front of the page.