Andy Detwiler
Created Dec 16, 2022Adding Custom Fields to include "Mail Address"
Setting up a 2nd address in your CRM
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Click on Settings at the bottom left
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Click on Custom Fields
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Click on Folders
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Click on Add Folder at the top right of the page
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Type "Mail Address Info"
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Click on Save
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Click on All Fields
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Click on Add Field
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Click on Single Line
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Type in "Mail Street Address"
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Click on Next
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Type in "Mail Street Address"
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Click on Group and select "Mail Address Info"
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Click on Save
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Click on Add Field
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Click on Single Line
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Type "Mail City"
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Type in "Mail City" into input
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Click on Select Group & Choose "Mail Address Info"
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Click on Save
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Click on Add Field
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Click on Single Line
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Type "Mail State" - Click on "Next"
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Type "Mail State"
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Click on Select Group & Select "Mail Address Info"
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Click on Save
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Click on Add Field
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Click on Single Line
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Type "Mail Zip" & Click "Next"
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Type "Mail Zip"
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Click on Select Group & choose "Mail Address Info"
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Click on Save
Well done!
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