Adding Custom Columns
-> Navigate to Data & CRM Settings in the Setting module
-> Scroll to the CRM Field section
-> Select CRM fields from the drop-down lists to match CRM fields to the following system defaults (Type, P&L Category or Date)
-> Alternatively, select "Add Custom Column" to add another column with its own unique heading.
Note, you will need to Refresh/Re-sync your CRM data in QuarterOne after new custom fields have been added. Custom CRM columns are currently limited to 5 columns, but please contact us if you require more.
Viewing Custom Columns
Navigate to the Pipeline page
Select Customize Grid from the menu.
The custom columns will then be visible within the Show Columns section of the Customize Grid modal. Tick the columns you wish to include on the grid.