Overview
Using the Jobvite CRM (Engage) feature in Evolve ATS, you can add custom fields that will be visible on the contact record. This article will provide an overview of adding, editing, and deleting custom fields.
Audience
Admins
Must have Jobvite CRM (Engage)
Custom Fields
Within Evolve ATS, navigate to your user menu, then click Admin.
Click CRM.
Click View Custom Fields.
On the Custom Fields page, you can do the following:
- Add a new custom field
- Edit an existing custom field
- Delete an existing custom field
Add a Custom Field
On the Custom Fields page, click Add.
Select a field Type from the dropdown menu:
- Text
- Drop Down List
- Radio Button
- Date
- Checkbox
- Multi-line Text
- Number
- Currency
- Dollar Amount
- Employee
After the field Type has been selected, add a field Name. NOTE: The Field Code will automatically populate based on the field Name.
Additionally, you can check the boxes for:
- Autocomplete values based on past data - When selected, previously entered data will display as autocomplete options when users interact with the field.
- Add this custom field as a pipeline search filter.
Click Save.
Edit a Custom Field
On the Custom Fields page, click the Edit icon.
On the Edit Custom Field popup, you can edit the following:
- Field Name
- Autocomplete values based on past data - When selected, previously entered data will display as autocomplete options when users interact with the field.
- Add this custom field as a pipeline search filter.
Click Save.
Delete a Custom Field
On the Custom Fields page, click the Delete icon.
Click Delete to confirm you want to delete the field.
The field will be removed from the Custom Fields page.