Custom fields in the contacts module allow you to create additional fields to add information to a contact. Some commonly added examples include:
Contact's tax identification
Internal customer number (a number assigned within one of your systems)
Customer type (e.g., wholesaler, distributor, etc.)
You have the flexibility to add as many fields as needed, use different field types, and organize them within this section as desired.
Once a custom field is added, it will be available for all your contacts. These new fields are also visible in the prospect module, quotes, within your quote templates, and can also be used in the eQuote and prospecting forms.
To add custom fields, follow this guide:
1. Click on the option that says "Add Custom Field." This option is located in the first section of the contact, below "Source of Contact"
2. Enter "Field Name"
3. Select a "Field Type"
We offer several field types, including:
Text input: Ideal for writing any information.
Checkbox: Use "checkboxes" when multiple options can be selected.
Date: The date field allows you to select a specific date.
Radio button: Ideal if you only want to choose one option from a set of predefined multiple options.
Dropdown list: When you want to present a predefined list of options and select only one.
Color: This option allows you to assign colors to your contacts for quick and effective visual categorization. It is useful for identifying specific groups of contacts based on customized criteria.
4. Add the "Field Value"
Enter values and press the "Enter" key to continue adding more. This option applies to all field types except text input, date, and color.
5. Click on "Add"
Delete or Edit
To edit or delete a custom field click the corresponding icons.
Reorganize Custom Fields
To reorganize the custom field order, grab and drop. They can only be reordered among themselves within this section.
