Field Level Customization
Field-level customization enables organizing the field requirements of any organization. By default, Nonprofit Vertical CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and are displayed within each module settings. However, depending on the business requirement of the organization, each module can have custom fields.
Standard Fields
By default, Nonprofit Vertical CRM provides some standard fields in each module. These fields can be displayed or hidden as per the organization's requirement. The mandatory fields cannot be edited or deleted.
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Custom Fields
Besides the standard fields available in each module, Nonprofit Vertical CRM allows adding more industry-specific custom fields according to the business process. You can add custom fields in all the modules.
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Formula Fields
In Nonprofit Vertical CRM, you can also create fields that can populate dynamically calculated data based on the values returned from other standard or custom fields.
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Special Fields
The special fields are not common to all modules but are available to specific modules only. They are applicable only to particular modules depending on the purpose of their function.
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Page Level Customization
How Can I... Organize Page Details Customize Related List Customize Search Layout Page-level customization refers to customizing a record's details page and the layouts related to it. This includes organizing related items on a page, customizing ...
Creating Custom Fields
How Can I... Custom Fields Custom Field Limits Add Custom Fields Edit Custom Fields Set Field Permission Mark a Field as Required Mark a Field as Unique Remove/Delete Custom Fields Create Currency Fields Add/Rename Pick List Values Replace Pick List ...
Customizing Modules
How Can I... Learn About Modules in Nonprofit Vertical CRM Understand Module Customization Customize a module Add/Edit Fields Add New Section Set Module Permissions Design Module Layout Preview Module Customize the Events Module Edit Modules Delete ...
Creating Formula Fields
Formula fields are used to calculate different types of values, including numeric values, text values, date values, etc. Formula fields and their resulting return value have certain data types associated with them and there are specific operators ...
Working With Custom Fields
In Nonprofit Vertical CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Nonprofit Vertical Defined Fields: You can edit, delete and hide some of ...