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Chain - Fields
Updated over 9 months ago

The Fields page allows you to manage and add new Custom Fields & Setup Values, including:

  • Revenue Categories

  • Referral Sources

  • Lost Reasons

  • Booking Types

  • Task Types

  • Event Types

  • Event Setup Styles

  • Account Types

  • Market Segments

  • Document Types

One feature of editing these items from the Chain Dashboard is the ability to convert them from Organization level, to Chain level. This action will make the item available to all Organizations within the Chain.

Items added from the Chain dashboard will automatically make it available to all Organizations within the Chain.

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