How to Create Super Fields In CRM ?
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Go to CRM V2, click on "Add super Fields" and enter the field label, such as "City," then select the data type from various options including text, email, URL, phone number, numeric, amount, decimal, address, date, date and time, periodic time,etc.
For a dropdown super field, predefined options can be added, such as "Delhi," "Mumbai," "Dubai," and "Singapore," and a default value can be defined.
Additional settings for a super field include making it a required field, displaying it on the contact page, as a label in the chat inbox, and in the sidebar in the chat inbox.
After configuring the super field, click "Save field" to apply the changes.
The benefit of super fields over earlier custom fields in CRM is that they offer predefined fields to manage data more effectively, such as a "gender" field with fixed dropdown options for "male" and "female."
Super fields allow for more systematic and organized data management, filtering, and utilization.