Add text column

CRM & Sales CRM
1
  • Trying to add a column to type in address of sold property/or leave a note. I’m a realtor
2

Hi @CWright514,

You can do so by creating a property: Create and edit properties

Once created, you can place it in the left sidebar of your records: Customize the properties shown on records

You can also add it on the index page, e.g. if you’re creating this for contacts, under Menu > CRM > Contacts. Simply click “Edit columns” in the top right corner of the table.

Best regards!

3

Thank you!