I’m trying to find a way to add the Street Address property field to the side panel in the initial view when you click on a company or contact.
Is there a way to add this so it appears these in the location section?
Hi @TownFish,
You can customize record sidebars by clicking the settings icon and navigating to CRM > Properties and the Records customization tab.
Hope this helps!
Thanks for your reply it’s really helpful, however when I try to follow it I cannot find CRM as an option in the side panel of my SETTINGS page (see below screenshot).
I only have PROPERTIES as an option and if I try to find ‘Company record left sidebar’ it does not exist?
I think I’ve worked it out, I think it’s because I’m using the Free CRM version at the moment and you can only use the default options.
Hi @TownFish,
It’s the ‘Records customization’ tab in your screenshot, the free CRM has the same options as the paid subscriptions. No difference:
Cheers!