--- title: "Local CRM Improvements" slug: "local-crm-improvements" updated: 2026-07-23T10:06:43Z published: 2026-07-23T10:06:43Z canonical: "help.8x8.com/local-crm-improvements" --- > ## 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. # Local CRM Improvements We have introduced the following customization abilities in the **Local CRM** for our customers' convenience and better usability. We have categorized the existing CRM fields into: - **System Predefined Fields**: These are view only system fields. You cannot edit or delete them. They are marked by **yes (System)** under Predefined column in **8x8 Configuration Manager**. - **Predefined Fields**: These are view and edit only system fields. You cannot create new predefined fields or delete them. They are marked by **yes** under Predefined column in **8x8 Configuration Manager**. - **Custom Fields**: You can add, view, edit, or delete these custom fields. They are marked by **no** under Predefined column in **8x8 Configuration Manager**.![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/ViewCRMFields00.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A18%3A15Z&se=2026-11-03T23%3A18%3A15Z&sr=c&sp=r&sig=2aVq4zF3%2B%2B82Tdx1exW9iYapunfonymgkLXElgo9cIM%3D) **Ability to view the system predefined fields.** You can view the system predefined fields in **8x8 Configuration Manager**, but cannot edit or delete them. **To view the system predefined fields:** 1. Log in to **8x8 Configuration Manager**. 2. Go to **CRM > Fields**. The system predefined fields are visible under all tabs: **Customer Fields**, **Case Fields**, **Follow-up Fields**, and **Task Fields**.![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/ViewCRMFields01.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A18%3A15Z&se=2026-11-03T23%3A18%3A15Z&sr=c&sp=r&sig=2aVq4zF3%2B%2B82Tdx1exW9iYapunfonymgkLXElgo9cIM%3D) **Ability to mark a CRM field as mandatory.** You can now define 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 **(Undefined variable: 8x8VariablesSet.AgtConsole)** for example, agents must enter data into the mandatory fields such as Name, Email, or Address. Mandatory fields cannot remain blank. > [!NOTE] > Note: > > System predefined fields are view only and cannot be edited. **To mark a predefined or custom field as mandatory:** 1. Log in to **8x8 Configuration Manager**. 2. Go to **CRM > Fields**. 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.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A18%3A15Z&se=2026-11-03T23%3A18%3A15Z&sr=c&sp=r&sig=2aVq4zF3%2B%2B82Tdx1exW9iYapunfonymgkLXElgo9cIM%3D) to add a custom field or ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-Pencil_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A18%3A15Z&se=2026-11-03T23%3A18%3A15Z&sr=c&sp=r&sig=2aVq4zF3%2B%2B82Tdx1exW9iYapunfonymgkLXElgo9cIM%3D) to edit an existing field. 5. Enter the field properties and maximum length if needed. 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%3A18%3A15Z&se=2026-11-03T23%3A18%3A15Z&sr=c&sp=r&sig=2aVq4zF3%2B%2B82Tdx1exW9iYapunfonymgkLXElgo9cIM%3D) In **(Undefined variable: 8x8VariablesSet.AgtConsole)**, a red asterisk appears next to the mandatory field indicating a value must be added. **Ability to hide CRM fields** You can now hide any existing or new predefined and custom field. The hidden fields can be part of **Customer**, **Case**, **Task**, and **Follow-up** objects. **To hide a CRM field:** 1. Log in to **8x8 Configuration Manager**. 2. Go to **CRM > Fields**. 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.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A18%3A15Z&se=2026-11-03T23%3A18%3A15Z&sr=c&sp=r&sig=2aVq4zF3%2B%2B82Tdx1exW9iYapunfonymgkLXElgo9cIM%3D) to add a custom field or ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/icon-Pencil_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A18%3A15Z&se=2026-11-03T23%3A18%3A15Z&sr=c&sp=r&sig=2aVq4zF3%2B%2B82Tdx1exW9iYapunfonymgkLXElgo9cIM%3D) to edit an existing field. 5. Enter the field properties and maximum length. 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%3A18%3A15Z&se=2026-11-03T23%3A18%3A15Z&sr=c&sp=r&sig=2aVq4zF3%2B%2B82Tdx1exW9iYapunfonymgkLXElgo9cIM%3D) **Ability to customize the display order of the CRM fields.** You can now change the display order of CRM fields. The CRM fields appear under **Customer**, **Task**, **Case**, and **Follow-up** objects in **(Undefined variable: 8x8VariablesSet.AgtConsole)**. 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 **customertype** which is a predefined field, in addition to the custom fields you have created. **To customize the display order of the CRM fields:** 1. Log in to **8x8 Configuration Manager**. 2. Go to **CRM > Fields**. 3. Select a predefined or custom field and drag it to the desired row, then drop. The new order appears in **(Undefined variable: 8x8VariablesSet.AgtConsole)**.![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/ViewCRMFields03.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A18%3A15Z&se=2026-11-03T23%3A18%3A15Z&sr=c&sp=r&sig=2aVq4zF3%2B%2B82Tdx1exW9iYapunfonymgkLXElgo9cIM%3D)