Module: Administration

Custom Fields Training Guide

Customize KineCRM modules to match your exact business processes and industry needs.

13 min read

Intermediate Level

1 Core Lessons

What You Will Learn

By the end of this training module, you will be able to:

Identify the ideal field type (Text, Dropdown, Multi-select, Number, Date, Checkbox)

Add required validation and default values to custom fields

Build lookup relation fields connecting custom records

Organize fields into logical sections on record detail pages

Field Type

The data format (text, number, date, dropdown) governing how data is validated and displayed.

Relation Field

A lookup link establishing a relationship between two distinct CRM records.

Step-by-Step Walkthrough

Follow these practical guides to master every capability of Custom Fields.

Lesson 1 of 1

Add proprietary business data points to any module.

Go to Settings > Custom Fields, select the target module (e.g., Deals), and click 'Add Field'.

Select 'Dropdown', label it 'Contract Term', and enter options: '12 Months', '24 Months', '36 Months'.

Dropdown fields ensure standardized data that can be filtered and reported on easily.

Common inquiries regarding Custom Fields in KineCRM.

Yes, all custom fields are automatically available for import mapping, table columns, and filter queries.

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