Knowledge Base

Within Teamwork CRM, you can create custom fields for your companies.

To add custom fields to your company form, click your profile in the top right corner of your site and select Settings from the dropdown. 

The Customize forms section is located in the left-hand menu of your site settings.

Select Company from the available customizable form options and click the green Add field button to add a new custom field.

In the add field modal, you can enter a name for the field and set a field type.

For each custom field you create, you have the option to show the field in the add form for creating companies as well as making the field mandatory.

You can also reorder the custom fields to customize the order in which they will display in the add form when creating companies.

For more information, see: Using Custom Fields