Overview of Default and Custom Summary Fields in Twozo CRM
Summary fields
Summary fields are designed to give you a quick and clear overview of essential information within your records. They consolidate key data points, making it easier to access and review important details at a glance.
Default Fields
Default fields are standard fields that are automatically included in the summary view. These fields present core information that is consistently required across all records, such as Name, Sales Owner, Product Code, and Category. They provide a uniform overview of essential details that are crucial for general tracking and reporting.
Custom Fields
Custom fields are fields that you can define and configure according to your specific requirements. Unlike default fields, custom fields allow you to add specialized data that is unique to your operations or projects. You can create, modify, and arrange these fields to capture additional details and tailor the summary view to better fit your organizational needs.
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