With Deskera CRM, you can choose to capture only the relevant details of all your customers, prospects and more according to your business requirements. ‘Add custom column’ in Deskera CRM allows you to create customized columns for CRM modules such as Campaigns, Leads, Accounts, Cases and more.

You can easily add a custom column, select the columns you want to display, simply click and type to enter relevant details in an intuitive spreadsheet interface.

How to add a Custom Column?

Adding a custom column is easy. Just click on the downward arrow in a column header and click on ‘Add custom column’ as shown below.

Fill in the required details such as column heading, maximum length of column, field type and more. Mark your desired column as compulsory by selecting the ‘Is essential’ option. You can even incorporate data validation for the custom column by defining the type of data to be entered. If the user enters any other field other than your specified ‘data type’, the entered data will not be accepted.

Click here to view Deskera CRM Demo

Tags: Custom Column, Customization, Deskera CRM