Custom Fields

After completing the previous steps, select Custom Fields from the settings

To add a new field,select the All Fields tab and click on the Add button.A new window will open where you can configure the field details.

First, choose a required field. On this page, fill in the following fields: Birthdate (Field Name), Contact/Opportunity (Type). Then, submit the form.

Next, navigate back to the initial page, select the All Folders tab, and click Add Folder to proceed to the next page. From there, fill in the required field and click Add.

Once the types match, the folder name will appear in the group section of the Service page.