Adding Custom Fields To Records | Recruit CRM

When we say "We love customizations as much as you do", we really mean it.

In Recruit CRM, you can add up to 15 custom fields to each of your records (candidate, company, contact & job) on the Pro plan and up to 100 custom fields on the Business plan.

Here is how you can do it:

Step 1: Go to Admin Settings

Step 2: Under Data Customization, choose any record to which you want to add custom fields.

Step 3: Click on " + New Custom Field"

Step 4: Create a new field that you want in your system; select the appropriate field type and enter the correct value and don't forget to hit "Save Field".

You can see the newly created field in the list.

Following are the field types that you can create in Recruit CRM:

Text: This field type is used to input the data of the "text" type. You can add up to 2000 characters in this field
Long Text: This field type is used to add a paragraph. You can add up to 5000 characters in this field
Date: This field type is used to input the date.
Number: This field type is only used to input the data of the "number" type. It will not allow any character or special characters in this field.
Checkbox: This field type is used to capture the data of type "Yes" or "No".
Drop-down: This field type selects an option from a pre-defined set of values. You can create a list of your drop-down values in Admin Settings
Multiselect: This field type selects multiple options from a pre-defined set of values. You can create a list of your multi-select values in Admin Settings
Phone Number: This field type is used to capture the phone number. You can click on the number to take further action.
Email: This field type is used to capture an email address. You can just click on the value inside this field and it will open a pop-up to compose an email.
File: This field type is used to upload files (PDF/DOC/JPEG etc.)

Note: A file-type custom field can only be added for Candidate records.

That's it! Your custom field is created successfully.

Likewise, you can have multiple custom fields under each section (Candidate, Company, Contact & Job)

Rearranging Fields and Sections on Add/Edit Candidate Form

While you can set up custom fields for all the entities, you can also choose the arrangement of fields and sections you want to see when you manually add a candidate into the system or while editing their profile.

Please note: You can only reorder fields and sections for candidate entities.

To do this, all you have to do is go to the candidate fields settings in your admin settings and drag and drop the fields or sections to match the desired order.

Now all you have to do is Replace & Reorder Fields on profile pages