Step 1➖First Login to BORG Suite ERP from https://borgerp.com/ .

Step 2➖After successfully login to BORG Suite ERP you will see the Admin Dashboard. Click on the Setting icon on the Top right corner and then click on the Setup Option.

Step 3➖Clicking on the Payroll setting will take you to the Make your Custom Lead Form page. From there, click the Custom Customer form button to be redirected to the Make your Customer’s Custom form page. 

Step 4➖To Activate the Custom Customer form, click "Activate." To deactivate it, click "Deactivate." After making your choice, click "Update" to confirm the change.

Step 5➖To add more fields beyond the existing ones, click the "+" button.

Step 6➖Clicking the "+" button opens a new page where you can add additional fields. Here, you can set the box position (from 1 to 15), enter the field name, specify whether the field is required (yes or no), and choose the box type (dropdown, radio button, text, or textarea). Once you've filled in all the details, click the "Update" button to add the new field.

Note➖If you select "Dropdown" as the box type, click the "+" button to add dropdown options in the "Item Value Name" field.

Admin

August 14, 2024

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