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PHN CRM Help Centre Customization

Customization¶

Request a new field¶

New fields can be added to your PHN's CRM solution. Some information is required. You may nee approval from your manager to add fields to your CRM.

CLICK HERE to request a new field.

If your PHN needs any options/values added to dropdown fields, please contact your PHN Exchange coordinator.

Request a new component¶

When a new field is not enough, an entire new entity/component may be required to allow your PHN to manage the data you need. If this is the case, new components should be discussed with your PHN Exchange coordinator.