Create Custom Fields Across Different Entities

Modified on Sun, 24 Mar 2019 at 05:09 PM

Create Custom Fields Across User Profiles, Organisational Profiles, Stories, and Opportunities (or Activities, Sessions) and Reports

You can now create custom fields across opportunities, users, organisations, and stories on your platform. These forms are shown when adding an entry of these entities and can also be edited for currently existing entities.

Furthermore, custom fields reflect on Insights — specifically on the "Attendees" and "Users" reports — as filters, which help users specify and isolate data on reports. 

If you wish to read more about how custom fields look in action, click here.

For more information:

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