--- title: "Configure CRM fields" slug: "auto-dialer-configure-crm-fields" updated: 2026-07-23T10:07:00Z published: 2026-07-23T10:07:00Z canonical: "help.8x8.com/auto-dialer-configure-crm-fields" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.8x8.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure CRM fields The **8x8 Contact CenterLocal CRM** allows administrators to create custom fields, such as customer instances with unique dates of birth or dates of employment. A customer record stores information such as name, address, and phone numbers, and offers the capability to customize the customer object with custom fields. Use the Fields tab in **8x8 Configuration Manager** to specify a custom field for the **Local CRM**. > [!NOTE] > Note: > > You can create up to twenty custom fields within each CRM object: Customer, Case, Task, or Follow-up. **Create New CRM Customer Fields** 1. From the **Configuration Menu**, open **CRM**. 2. Go to the **Fields** tab. 3. Click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_plus_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A39%3A05Z&se=2026-11-03T23%3A39%3A05Z&sr=c&sp=r&sig=PF40DhJ%2BhGJodXfaoMhQOX4dByor5boZxnkZ1vauMg4%3D)**Customer Field**. The Add New Custom Field (Customer) page appears. 4. Enter the field properties, and **Save**. Follow the above instructions to create new Case, Follow-up, and Task Fields. For a summary of the options, refer to [Types of CRM Fields](/documentation/docs/auto-dialer-understand-types-of-crm-fields). > [!NOTE] > Note: > > You can create up to twenty custom fields within each CRM object: Customer, Case, Task, or Follow-up. **Customize the Display Order of CRM Fields** You can change the display order of CRM fields. The CRM fields appear under the Customer, Case, Task, and Follow-up objects in **8x8 Agent Console**. This feature is available to both custom and predefined fields. The system-predefined fields cannot be moved. For example, in Customer Fields, you can only move the **customertype** predefined field, in addition to the custom fields you have created. To customize the display order of the CRM fields: 1. From the **Configuration Menu**, open **CRM**. 2. Go to the **Fields** tab. 3. Select a predefined or custom field and drag it to the desired row, then drop. The new order appears in **8x8 Agent Console**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/viewcrmfields03.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A39%3A05Z&se=2026-11-03T23%3A39%3A05Z&sr=c&sp=r&sig=PF40DhJ%2BhGJodXfaoMhQOX4dByor5boZxnkZ1vauMg4%3D) **Make Mandatory CRM Fields** You can make any existing or new predefined and custom field as mandatory. Mandatory fields can be added to Customer, Case, Task, and Follow-up objects. When creating new customer records or cases in **8x8 Agent Console** for example, agents must enter data into fields that are mandatory (such as Name, Email, or Address). Mandatory fields cannot remain blank. > [!NOTE] > Note: > > System-predefined fields are view-only and cannot be edited. To make a mandatory predefined or custom field: 1. From the **Configuration Menu**, open **CRM**. 2. Go to the **Fields** tab. 3. Open **Customer Fields**, **Case Fields**, **Follow-up Fields**, or **Task Fields**. 4. Click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_plus_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A39%3A05Z&se=2026-11-03T23%3A39%3A05Z&sr=c&sp=r&sig=PF40DhJ%2BhGJodXfaoMhQOX4dByor5boZxnkZ1vauMg4%3D) to add a custom field, or ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_edit_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A39%3A05Z&se=2026-11-03T23%3A39%3A05Z&sr=c&sp=r&sig=PF40DhJ%2BhGJodXfaoMhQOX4dByor5boZxnkZ1vauMg4%3D) to edit an existing field. 5. Enter the field properties. 6. Select the **Mandatory** check box. 7. Click **Save**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/viewcrmfields02.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A39%3A05Z&se=2026-11-03T23%3A39%3A05Z&sr=c&sp=r&sig=PF40DhJ%2BhGJodXfaoMhQOX4dByor5boZxnkZ1vauMg4%3D)In **8x8 Agent Console**, a red ***** appears next to the mandatory field to indicate that a value must be added. **Hide CRM Fields** You can hide any existing or new predefined and custom fields. The hidden fields can be part of the **Customer**, **Case**, **Task**, and **Follow-up** objects. To hide a CRM field: 1. From the **Configuration Menu**, open **CRM**. 2. Go to the **Fields** tab. 3. Open **Customer Fields**, **Case Fields**, **Follow-up Fields**, or **Task Fields**. 4. Click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_plus_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A39%3A05Z&se=2026-11-03T23%3A39%3A05Z&sr=c&sp=r&sig=PF40DhJ%2BhGJodXfaoMhQOX4dByor5boZxnkZ1vauMg4%3D) to add a custom field, or ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon_edit_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A39%3A05Z&se=2026-11-03T23%3A39%3A05Z&sr=c&sp=r&sig=PF40DhJ%2BhGJodXfaoMhQOX4dByor5boZxnkZ1vauMg4%3D) to edit an existing field. 5. Enter the field properties. 6. Select the **Hidden** check box. 7. Click **Save**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/viewcrmfields05.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A39%3A05Z&se=2026-11-03T23%3A39%3A05Z&sr=c&sp=r&sig=PF40DhJ%2BhGJodXfaoMhQOX4dByor5boZxnkZ1vauMg4%3D)