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Location Settings

Configure your CRM location with custom fields, values, tags, and templates. The control center for your CRM configuration.

What it does

  • ✓Custom field creation and management
  • ✓Custom values and variables
  • ✓Tag organization
  • ✓Template configuration
  • ✓Location-level settings

Capabilities required

custom_fieldscustom_valuestag_managetemplate_config

How it works

1

Install

Add Location Settings to your 0nCore account from the marketplace.

2

Connect

The add-on auto-connects to your CRM sub-location. No manual setup.

3

Use It

Access the capability from your dashboard, chat, or automations.

Integrations

CRM LocationsCRM Custom Fields