The field displays customer

Nobi Pro integrates a data field configuration feature that allows users to customize the location, order, add/remove information fields for each default function

The system defaults some functions will be changed to the information field

Customer tab: Users can add or remove information fields to the functions:

• Add new

• Update

• Delete

• Modify by adding or removing data fields in the form for creating new entries, editing, importing Excel

1. Add new field

At the data field management interface, to add a new field please follow these steps:

Step 1: Click "Add fields" -> Add new field display form

Step 2: Select data type

Step 3: Enter information into the form

Step 4: Click "Add"

Thêm mới Trường khách hàng

2. Update field

In the data field list, to update a field please follow these steps

Step 1: Click on the "Expand" button to the right of the data field -> Select edit -> The update form will be displayed

Step 2: Enter the information to update into the form

Step 3: Click "Update"

Cập nhập trường dữ liệu

3. Delete data field

At the interface displaying the list of fields, to delete a data field, you just need to click on the "Expand" button to the right of the data field -> Select Delete

4. Modify the addition or removal of data fields in the forms for creating new entries, editing, and importing from Excel

To modify the Create New, Edit, and Import Excel forms for customers/leads, users can drag and drop, add or remove appropriate data fields into the new creation, editing, or customer/lead Excel import forms.