I’m unable to see any of the custom fields that I have setup in Nutshell CRM. I’m trying to pull some of that info to populate a PandaDoc.
Are custom fields not supported? I can’t find any information on this anywhere.
I’m unable to see any of the custom fields that I have setup in Nutshell CRM. I’m trying to pull some of that info to populate a PandaDoc.
Are custom fields not supported? I can’t find any information on this anywhere.
[advanced] You’ll have to use the Nutshell API to edit custom fields: https://developers.nutshell.com/
Editing custom fields can be done by including a customFields
dictionary in the changes array you pass to the edit*
method.
To update or add a custom field, add an entry to customFields
with the key set to the custom field's name and the value to the desired value.
To delete a custom field value, do the same, but set the value to null
.
Thank you!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.