* You must be an administrator of your CentrixOne account. *
To begin with, you must create custom fields in the “Accounts” or “Contacts” module according to your needs. These custom fields will be available when you create your form.
Then, you can add your custom fields to your form by performing the following steps:
- Click on the “Forms” module
- Click on the relevant form or click on the “+ Form” button to create a new form
- In the “Custom fields” tab, click and drag the field of your choice into the form on the right
- Click on the “Publish” button in the upper right corner to save your form
