FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

Adding Custom Fields to Templates

You are here:
< Back
  1. Click 'Settings' and select 'Preferences' from the Ribbon Toolbar.
  2. Select 'Document' and 'Template Fields' from the left navigation menu.
  3. Template Fields

  4. Click 'New' and add any existing InfoFlo custom fields you want mapped to your templates.
    **Note**
    Make sure to match the exact spelling of the existing custom field otherwise it will not map to your template.



To Add custom fields to an Existing Template follow the steps below:

  1. Click 'Edit Mappings'.
  2. Map the newly created custom fields to the correct InfoFlo custom fields and click 'OK' to continue.
  3. Click 'OK' to save the mappings and close the Preferences window.