This feature is available for professional version of InvestGlass. After you have added custom fields, you can also use them to filter your leads, contacts, and deals by information specific to your business.

Step 1 

Go to My Account > Company > Custom Fields

Step 2

Click on Action and Select if you wish to add a field for Contact or Relations

Step 3 

Inform this dialog box with field you wish to create. Please note that Mandatory will appear in the CRM and not in Forms. 

Step 4 

You can perform the following actions 

Adding custom fields
Setting the order of custom fields
Editing and deleting custom fields

If your KYC AUDIT trail is activated, your content will be stored even if you delete or edit custom fields. 

To remove or edit a field click on the three dots ... 

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