Custom fields enable you to customise your CRM to reflect your business' processes. In addition to the 35 custom fields listed below, you can now configure 5 drop-down fields at each level of the hierarchy!
- 10 Text Fields
- 5 Number Fields
- 5 Date Selector Fields
- 5 Yes/No Flag Fields
- 5 Memo Text Fields
- 5 Searchable Fields
Drop-down fields enable you to configure a list of items, which your CRM users can select one option from, helping to categorise your CRM records. These fields are useful when filtering Reports, as your CRM users have to select from the options available.
- 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, simply click 'Show More'.
Scroll down until you reach the Custom Fields option and click 'Add Custom Fields'.
Step 5: Choose Drop-down 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 drop-down.
As mentioned previously, you can add up to 5 drop-down fields. Simply give your new field a name and a 'Configure' button will then appear. Click the 'Configure' button to start adding options to your new drop-down field.
Step 6: Add Options to Drop-down List
By clicking 'Configure', a pop-up window will appear where you can start typing in the description of your drop-down items. Once happy with description, click the 'Add' button. Repeat this until you've added all your drop-down items.
The new field will then be available to select from the list of Contact Fields. Once happy with your selection, click 'OK' and then 'Close'.
Your new drop-down field will then be available within the Custom Fields section. Tick the custom fields you wish to add and click 'OK'.
Step 7: Save your Changes
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 drop-down field will then be ready to be used by all CRM users.