---
title: How to Create CRM Fields in Sure Will Writer
description: "#### Introduction Hello! If you're looking to customise how your client information is stored in Sure Will Writer, this guide can help you create your own CRM fields. #### Prerequisites - You should be logged into your Sure Will Writer…"
url: "https://www.surewillwriter.com/help/create-crm-fields/"
updated: "2023-11-22"
category: CRM
tags:
  - CRM
  - customisation
---

# How to Create CRM Fields in Sure Will Writer

#### Introduction

Hello! If you're looking to customise how your client information is stored in Sure Will Writer, this guide can help you create your own CRM fields.

#### Prerequisites

- You should be logged into your Sure Will Writer account.
- Ensure you have the necessary admin privileges to make changes to company settings.

#### Step-by-Step Instructions

- Navigate to Company Settings
  - Click on your name at the top-right corner of the screen, and from the dropdown menu, select 'Company Settings'.
- Access CRM Fields Panel
  - From the column on the left-hand side, click on 'CRM Fields'.
- Label and Group the Field
  - In this section, you can label your CRM field and specify its grouping, allowing for better organisation.
- Select the Field Type
  - Choose the type of field that best suits the data you wish to record, be it text, dropdown, date, etc.

Note: All fields you create will be displayed and available when creating a case, so you won't miss out on important details.

For additional support or questions, please reach out to our team at technicals@willwriters.com