Add custom fields (use case)

May 16, 2025 — 1 min read

Add custom fields (use case)

Add custom fields (use case)

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CRM for Banks
Use Case Demos

Written by

Björn Hólmþórsson

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In this short demo, we show you how to add custom fields in CRM for Banks to meet evolving regulatory changes and stay on top of KYC, GDPR, and ongoing marketing campaigns.

Summary

See how CRM for Banks lets you easily add and manage custom fields to adapt client records for compliance, marketing, and evolving business needs.

See how CRM for Banks gives you the flexibility to tailor client profiles by adding new data fields, adjusting visibility rules, and later connect them to workflows.

You’ll learn how to navigate to the admin panel, configure custom sections, and set conditional logic, such as showing or requiring fields based on specific input values. These updates apply instantly within the client profile without disrupting existing data or workflows. Whether you're capturing campaign data or managing compliance, CRM for Banks makes it easy to adapt client records to your needs.