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Creating a New Custom Field Last Updated: February 14, 2024 1. Click Into Tools & Settings Located at the top right of your screen by clicking on your name Click on the Customization tab on y...
This lesson explains how to create a new custom field list. 1. Click on your name to get to Tools & Settings. 2. Click "Tools & Settings" 3. Click "Get started" on the...
Five Custom Field Blocks 1. Click Into Tools & Settings Select the Customization tab and then Custom Fields or simply choose from Tools Home 2. Using Custom Field Blocks The primary field bl...
This lesson explains how to arrange and move around custom fields within a record. 1. Below I want to rearrange the custom field "Excel Experience" above Test H...
This lesson explains how to make custom fields a mandatory field within a record. 1. I want to make Excel Experience a mandatory field. This will ...
1. Click on your name to access Tools & Settings. 2. Click "Tools & Settings" 3. Click "Get started" on the Custom Fields box. 4. Click this dropdown to pick what record you wish to add a custom ...
Utilizing Yes/No Custom Fields for Sequences We’ve expanded the ability to trigger automated Sequences by allowing Yes/No custom fields to be used as triggers. Previously, only core fields co...
HTML Formatted custom fields are helpful if you're in need of creating a specific look and feel in Tracker. ...