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How to Manage Properties Menu - Products

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Learning Center Mekari
  • Updated

Properties - Product is a way to add properties to the Products module or edit existing properties in the Products menu. To edit and add fields/properties to the Product Menu, you need to do the following steps:

  1. Select the Properties menu.
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  2. Select the Product tab. Click “Create New Property” to add a field/property on the Products Menu.
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  3. Then, a display like the following will appear. Next, you can fill in the description of the property. Then, click “Save” to save the new property.
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    The following is a description of the fields that you can fill in.
    1. Name (required): Name is the name of the new property that we want to create on the Contacts menu.
    2. Field Type (required): The type field contains a choice of the type of property you want to fill. When you click on the type field, several property types will appear that you can choose from, including:
    - Single Line Text: Filling fields with short text.
    - Dropdown Select: This allows the user to select one of several options that appear as the field's contents.
    - Number: Field can only be filled with numbers.
    - Date: Field can only be filled with the date and the user can directly fill in manually with the format dd/mm/yyyy or click from the calendar that appears when filling out.
    - Upload: Field filling is done by uploading a file.
    - Multiple Select: This allows the user to select more than one option that appears as the field's contents.
    - Percentage: This field contents will be automatically converted to percentages.
    - Text Area: Filling fields with long text.
    - Photo: CRM will automatically open the camera for live shooting. Users cannot upload images from the gallery.
    - URL: Filling field with a link.
    - Signature: Field filled with signature directly.
    - GPS: CRM will detect GPS location on field filling with GPS type done.
    3. Required: If the required checkbox is clicked until it shows a check mark, then the property/field will be required to be filled in by the user, so the contact cannot be saved if the property/field is not filled in.
    4. Show:
    If the show checkbox is clicked until it shows a check mark, then the property/field description will display the contact details on the Contacts Menu.
    5. Show in List: Check here if you want the property/column description to appear in the product list.
    6. Styling:
    Function to select a short column or long column style for the content column.

  4. To edit a field/property, you can click “Edit”.
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  5. Through the edit feature, you can change the label, name, field type, required, show, show in List, and Styling. When the changes are complete, you can click "Save".
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  6. To delete the properties/fields that have been created, click "Destroy".
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    There are some default fields that cannot be deleted and do not provide a “Destroy” option, so if you want to remove these properties/fields from your contact details, you must edit those properties/fields and clear the show checkbox. Then click the “Save” button.

  7. Then, the “Are you sure to removed field” pop-up will appear, then select "Remove" to remove the desired field.
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