How to Customise Fields in CrewDone

How to Customise Fields in CrewDone

1. Identify the module and fields you would like to customise

2. Go to Modules and Fields to customise the fields

3. Select the module name

4. Select the layout

5. Select the field you would like to add

6. Edit the field name

7. Drag additional fields into the module and customise

8. Click Save and Close to make your changes live.

9. Open the updated enquiry to see the updates

10. Navigate to the bottom of the Detailed View to Edit the Canvas view.

11. Select the Data icon to add or modify fields

12. Drag the new fields created onto the Canvas view

13. Use tables to structure data

14. Save to update the Canvas view.

15. Choose Close once your updates are complete.

16. Refresh the page to see your updates

17. You can now edit the details in the Detailed view


18. Click the checkmark to confirm and save record updates.