How to Manage Custom values in Aesthetix CRM

Effectively organize and utilize your data by learning how to manage custom values in Aesthetix CRM. This article provides a comprehensive guide on creating, editing, and organizing custom values to ensure your CRM captures all necessary information. Discover best practices for managing custom values, enhancing data accuracy, and improving overall functionality to tailor the CRM experience to your business needs.

1. Begin by accessing your settings area.

1 To start, click on "Settings".

2. Next, explore the Custom Values section.

2 After, click on "Custom Values".

3. Then, view the complete list of custom values.

3 Next up, click on the element.

4. After reviewing, open the folders section.

4 Click on "folders".

5. Choose Add Folder to organize files.

5 Next up, click on "Add Folder".

6. Now, select New Custom ...

6 Click on "New Custom Value".

7. Click the dots icon for additional options.

7 Next, click on the icon.

8. Opt to Edit Custom Value for modifications.

8 Afterwards, click on "Edit Custom Value".

9. Utilize Move To Folder for better organization.

9 Click on "Move To Folder".

10. Finally, use Delete Custom Value to remove unwanted entries.

10 Afterwards, click on "Delete Custom Value".

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