Creating Custom Fields and adding them to views

Overview: 

As a user you may wish to add custom fields to your system to enable you to capture additional information, you can use the "Customisation" menu in settings to do this 

Process:

You can find the process in a how to guide here Junari Creating custom fields and views - YouTube

The basic steps are:

1. Open the Settings app and locate the Customisation menu

2. Create the Custom Field in Customisation -> Custom Fields
     NOTE: To create custom fields for Organisations or Contacts, select "Contact" in the "model" field when creating the custom field

3. Add the field to the appropriate View in Customisation -> Custom Views

Other considerations:

If you can not see the "Customisation" option you may not have access therefore please contact support@junari.com or log a portal ticket for help