Managing fields
To add and edit custom fields, you must be a Crumbs Manager. See Permissions.
Adding a new field
When installed, Crumbs comes with some default fields such as description and address details. If you'd like to capture more information about your customers, you can create your own custom fields and arrange them together in sections.
You can add a custom field in Crumbs using the Fields page. In the main navigation bar, click the Apps menu and choose Crumbs.
Then select Fields in the left menu.
To add a new field, click 'Add field' and enter your details in the resulting dialog.
Field name
Section
Field type - we currently support the following field types:
Single line text
Select list
Multi select
User picker
Date time picker
Field options, if you've chosen Select list or Multi select
When you add a new field, it'll appear in your chosen section on the customer details page (see Viewing customers).
Rearranging fields
You can rearrange the order of the fields if you wish.
To drag and drop a field:
hover the mouse pointer over a field (the pointer will change to a hand)
click and hold the mouse, then drag the field to your desired position
release the mouse and the field will drop into place
Editing fields
To edit a custom field, click the pencil icon to the right of its name.
It's not currently possible to edit default fields that ship with Crumbs (e.g. Website or Description).
In the resulting dialog, you can:
change the field name by entering some text.
choose a new section in which to display the field (note: the About section is currently read-only and it's not yet possible to move fields here).
for select list and multi-select, edit, add and remove options.
Click Save once you have made your changes.
Deleting a field
To delete a field, click the trash icon to the right of the field.
To keep Crumbs 'simple', all fields are global. This means that if you add a field, edit its name, or delete it, your action will apply across all customers in Crumbs.
Adding a new section
When installed, Crumbs comes with two default sections: About and Additional Information. If you wish, you can delete them and create your own!
You can change how fields are displayed by creating new sections and re-arranging fields within them. To add a new section, click 'Add section' and enter the section name in the resulting dialog.
When you edit or add a field, it'll appear in your chosen section on the customer details page (see Viewing customers).
Rearranging sections
Just like fields, you can rearrange the order of the sections.
To drag and drop a section:
hover the mouse pointer over a section (the pointer will change to a hand)
click and hold the mouse, then drag the section to your desired position
release the mouse and the section will drop into place
Sections are displayed in your chosen order on the customer details page (see Viewing customers). If the size of your browser window is big enough, Crumbs will automatically flow the sections into two columns. Your top-ranked sections will appear at the top of the columns. For example, in the following screenshot, Company Details and Contracts were rearranged to be ranked #1 and #2 on the Fields page.
Editing sections
It's possible to rename a section by simply clicking the pencil icon to the right of the section.
Deleting sections
It's possible to delete a section if it contains no fields. Simply click the trash icon to the right of the section.