Custom Fields & Custom Values

This section will guide you on how to effectively use custom fields and custom values within your CRM.

Introduction to Custom Fields

Adding Custom Fields

How to Update Treatment of Interest Custom Field

Action: How to Update Custom Value

Compilation of Custom Values / Merge Fields

How to Create Custom Values in Aesthetix CRM

How to Manage Custom values in Aesthetix CRM

How to Create Custom Fields in Aesthetix CRM