Custom Field Builder

Add extra custom fields to your HRM employee profiles, CRM contacts, companies, Accounting customers, and vendor profiles, as well as to the Recruitment form (recruitment add-on required) using the Custom Field Builder extension for HRM.

  1. Go to WP admin dashboard → WP ERP → ERP settings → Custom field builder
  2. Choose the Employee tab to add a new field to the HR module and Recruitment.
  3. Choose the Contact or Company tab to add a new field to the CRM module.
  4. Choose the Customer or Vendor tab to add a new field to the Accounting module.
  5. Write a title for the field, pick the field type, and add choices if necessary.
  6. Click Done.
  7. Click Save Changes.
  8. To add more fields, click on Add New Field.
  9. Similarly, add extra custom fields to your Contact and Company profiles.

N.B: Make sure you have chosen the Section type carefully while creating a field.

Profile View

After adding a custom field, you can view it instantly on the respective profile forms.

That’s all about configuring Custom Field Builder for WP ERP!

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