Is it possible to add some additional fields to the left column, so I can include things like Company Name and Type of Business?.

Is it possible to add some additional fields to the left column, so I can include things like Company Name and Type of Business?. Is it possible to add some additional fields to the left column, so I can include things like Company Name and Type of Business?.

Asked on February 9, 2017 in Clients.
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Sure sir,

Below is the steps to add additional field.

  1. Go to Custom Filed in settings
  2. Create new column for client table
  3. Go to import Data in settings icon
  4. Map client column in left side to csv file column in right side
  5. import data

Mapping column with read data from csv column and fill data accordingly.

 

Answered on February 9, 2017.
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