In Insight CRM Inventory management, Admins can create and manage custom fields to capture specific data. This flexibility tailors inventory records, improves accuracy, enhances reporting, and ensures better decision-making for smooth and organized operations.

 

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Click the Custom Fields from the left menu, and a new window will appear.

• Click the Search option, and type the desired department name to view.

• Click the Export button. A window will pop up with options for PDF, CSV, and Print.

• If you click the PDF button, the selection will be automatically downloaded.

• If you click the CSV button, the selection will be automatically downloaded.

• If you click the Print button, the selection is automatically printed.

• Click the Filter button to open an entry form.

• Fill in the following details:

• Type: Select the customer from the dropdown menu.

• Status: Select the date range from the dropdown calendar.

• Once all the fields are completed, click the Apply button to show the information.

 

 

 

 

How to Add a Custom Field

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Finally, click the Custom Fields from the left menu, and a new window will appear.

• Click the Add Field button, and a new window will appear.

• Select any Field Type by clicking, and an entry form will appear.

• Fill in the following details:

• Display Name: Type the desired name in the display name field.

• Description: Enter description as you desire in the description field.

• Text Field: Enter the decided text in the text field.

• Once all the fields are completed, click the Save button to save the information.

 

 

 

 

 

How to Edit a Custom Field

• Log in to the Admin panel and open the Dashboard.

• Navigate to Inventory from the left menu.

• Finally, click the Custom Field from the left menu, and a new window will appear.

• When you click the three dots in the Options button, a new window will pop up with Active, Edit, and Delete.

• Click the Edit button, and a new entry form will appear.

• Fill in the following details:

• Display Name: Type the desired name in the display name field.

• Description: Enter description as you desire in the description field.

• Product Name: Enter the desired product name in the respective field.

• Once all the fields are completed, click the Update button to save the information.

• If you click the Active button, a confirmation menu will pop up.

• If you click the Confirm button, automatically be activated or deactivated, which will show in the status; otherwise, the Canceled.

• If you click the Delete button, a confirmation window will pop up.

• If you click the Confirm button, the item will be deleted automatically; otherwise, click Cancel.