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Fill in custom field values on a customer profile

An operator fills in the company's configured custom field values on a customer profile, following the existing custom-field validation rules.

When this happens: Operator opens the Custom Fields section of the profile edit form.

Step by step

  1. 1

    Open the profile edit form and scrolls to the Custom Fields section.

    EasyCRM renders each active custom field per its type and display order.

  2. 2

    Enter values (e.g. A dropdown Preferred Contact Time).

  3. 3

    Click Save.

    EasyCRM checks each value against its field definition and saves, alongside any permitted-field changes in the same request.

If something goes wrong

Required custom field missing

If a required custom field is empty. EasyCRM shows an inline error; the save is rejected.

Good to know

  • Custom field values are treated as a permitted field — any EasyCrm.Contacts.Edit holder can fill them in.
  • A deactivated custom field's stored value stays read-only regardless of this permission.