Custom Fields within the CRM allow you to customise your Prospect CRM to reflect your business' processes. You can configure Custom Fields at each level of the hierarchy and each level has 30 standard Custom Fields available:
- 10 Text Fields
- 5 Number Fields
- 5 Date Selector Fields
- 5 Yes/No Flag Fields
- 5 Memo Text Fields
To add a new custom field you will require Prospect CRM Administrator Rights. If you require these rights please contact your key CRM user or our Customer Services Team.
To get started, click on the three dots in the top right-hand corner on the record type that you wish to add the custom field to. Choose 'Customise' from the drop-down list.
The chosen record will then be presented in an edit mode, just showing the CRM groups and field names. To add in a new field, click on the 'Add Field/Report' option from the appropriate group.
You will then be presented with two options; 'Add Fields' and 'Add Report'. Choose the 'Add Fields' option.
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'.
You can then choose what type of Custom Field you wish to add. For this example we will look at adding 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'.
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.
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