Custom fields enable you to customise your Prospect CRM to reflect your business' processes. You can configure Custom Fields at each level of the hierarchy, where each level has up to 40 standard Custom Fields available:
- 10 Text Fields
- 5 Number Fields
- 5 Date Selector Fields
- 5 Yes/No Flag Fields
- 5 Memo Text Fields
- 5 Searchable Fields
- 5 Dropdown Fields
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Customise Record
To get started, click on the three dots in the top right-hand corner on the record type that you wish to add a custom field to e.g. on a Contact. Choose 'Customise' from the drop-down list.
Step 2: Add Field
You'll then be in edit mode, where you'll be presented with the CRM groups and field names. To add in a new field, click on the 'Add Field/Report' option from the appropriate group.
Step 3: Choose 'Add Fields'
You'll then be presented with two options; 'Add Fields' and 'Add Report'. Choose the 'Add Fields' option in this instance.
Step 4: Accessing Custom Fields
The main Contact fields will then be listed, but to access the Custom Fields, click 'Show More'.
Scroll down until you reach the Custom Fields option and click 'Add Custom Fields'.
Step 5: Choose Custom Field Type
You can then choose what type of custom field you wish to add. In this example, we'll add a new custom Text field.
As mentioned previously, you can add up to 10 Text custom fields. Simply give your new field a name and click 'Close'.
The new field will then be available to select from the list of Contact Fields. Once happy with selection click 'OK'.
Step 6: Save
Our new text field has now been added to the Details section! To save this change, click on the 'Save' icon in the top right-hand corner. Your new field will then be ready to be used by all CRM users.
If you're looking to just rename an existing field, or change the layout of the CRM, then take a look at this article!