How do you add a custom field to any form (product, customer, vendor, order, lead)?
On any form that supports it, there's an "Add custom field" option. You define the field — its label, data type, options (for dropdowns), and whether it's required — and once created it appears on that form by default. Because the capability is global, the same mechanism works for a product, a customer record, a vendor, an order, or a CRM lead. This means an operator can tailor the data…
On any form that supports it, there's an "Add custom field" option. You define the field — its label, data type, options (for dropdowns), and whether it's required — and once created it appears on that form by default. Because the capability is global, the same mechanism works for a product, a customer record, a vendor, an order, or a CRM lead. This means an operator can tailor the data each entity captures to their own business (a "Gift message" on orders, a "Trade license number" on vendors, a "Preferred contact time" on customers) without developer involvement.