Creating Custom Change Order Fields in FollowUpCRM

FollowUpCRM

  1. 1. Click on your name in the top right of the page

    Click on your name in the top right of the page
  2. 2. Click on Company Settings

    Click on Company Settings
  3. 3. Click on Project Data

    Click on Project Data
  4. 4. Click on Change Orders

    Click on Change Orders
  5. 5. Click on add

    Click on add
  6. 6. Type in a name for your custom field

    Type in a name for your custom field
  7. 7. Select your custom field type

    Select your custom field type
  8. 8. Type in your display label

    Type in your display label
  9. 9. Type in your load order

    Type in your load order
  10. 10. Check Enabled

    Check Enabled
  11. 11. Click on Save

    Click on Save