CRM Record types¶
Go to Settings → CRM → Records to define your custom CRM record form.
Create a New CRM Record Type/Edit CRM Record Type¶
| Field | Description |
|---|---|
| Title | Enter name of the record. |
| Description | Enter description. |
| Autofocused tab | Select which tab will be focused when you open a record. |
| Click Save. |
Set up Your Form Field Layout¶
In the Form column, click Change.
The form builder and custom fields work the same across Daktela — see Custom Fields & Forms for the complete guide: layout, default values, field types and option editing.
Statuses¶
Select which Statuses agents can set in the CRM records that use this type. Click Statuses in the Relations column to open a list of your Statuses. Check (tick) the Statuses that you want to use. Click Save to return to the CRM record type list.