In order to customize a Bolstra environment, custom attributes are created and added to the Accounts, Contacts, Contracts and Activities.
This example shows the steps for setting up the account custom attributes, but this set up runs consistently throughout the contacts and contracts as well.
Access the Account Custom Attributes through the administration panel.
Begin adding each custom field one by one, choosing the type of field:
Text – One line of text
Text Area – Multiple lines of text
Date – Date picker with calendar
Numeric – Numbers only
Dropdown – Multiple options to choose from, only one option can be chosen
Once all fields have been created, go to the Attribute Layout and title the new section you will move each attribute into.
Multiple sections can be created. Each line can be divided into either one or two columns.