How to Configure Field Management in JD User Dashboard
Learn how to manage and configure CRM fields in your User Dashboard.
Step 1: Open Field Management to view available CRM fields
Step 2: Select the gear icon to configure field settings
Step 3: Continue
Video not playable within the document. You may directly view the video from the Source
Step 4: Open the configuration dialog for the custom field
Step 5: Select Text Area as the input type for this field
Step 6: Select Radio Buttons as the input type for this field
Step 7: Save changes to update the field management settings
