Important:
Custom Fields can be created for Leads, Opportunities, Contacts, Companies, Candidates, Jobs and Placements.
Custom Fields in Recruitly empower users to gather additional information about leads, Leads, Opportunities, Contacts, Companies, Candidates, Jobs, and Placements tailoring the system to suit specific organizational needs.
By integrating custom fields, users can refine record profiles, capturing industry-specific or unique information pertinent to their organization.
Ways of Creating Custom Fields
Creating Custom Fields through System Configuration:
Click on your user icon located on the right side of the screen, navigate to the "System Configuration" section, and select "Custom Fields/UDF Fields," or click below.
Click on " + New Custom Field" under all the different tabs (Leads, Opportunities, Contacts, Companies, Candidates, Jobs and Placements)
On the sidebar, the "Custom form field" form will open with the following fields:
Record Type: You can add one or multiple types of records like Contacts, Companies, Candidates, etc.
Section Name: You can select from the available options or type in any new name and press enter; it will be saved.
Field Type: You can select the type of answer fields you require from Text, Number, Date, Text area, Checkbox, Dropdown, Multi-select, Rating, and Question.
Field label: You can add labels to the field.
Help text (optional): Any help text can be added.
Mandatory Field: The custom field can be marked as mandatory.
Provide the necessary details and click "Save" to add the field.
To confirm the creation of the custom field, check the "Custom Field/ UDF Fields" section here: