Customize Fields

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Customize Fields

In Salescamp contacts feature, You will get three main groups to save the data about the contacts,

  1. Basic Information : In the Basic Information group, you will get properties like Email, First Name, Last Name, and others.
  2. Address : In the Address group, you will get properties like Street Address, City, State, and others.
  3. System Fields : In System Fields group, you will get properties like Created On, Created By, Modified By, Modified On.


If a you wants to customize these groups as per their business needs then you can add new fields to these groups and you can also create a new group for their need.

Steps to edit existing group and add new group,

1. From setting go to customize.

2. Choose the category you want to edit.

3. Select any collection for which you want to customize fields. Let's take "Contact" here.

4. You can customize any field based on your need. For example, If you want to customize email then,

   1. Click on edit

      2. If you want to change them then you can change name. You can also make this field as "Optional" or "Required" by          simply selecting check box "Is Required"

4. You can delete any field by simply click on delete button.

5. You can also add new fields based on your needs.

   1. Click on "Add Field"

     

      2. Select your field type.

      3. Add name and fill required details as per your needs.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

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