In the CRM, you can set up Custom Fields to capture more customer data than what we have available. These Custom Fields are searchable and will be exported on most exports in our system, making them a very powerful feature. You are limited to only three different fields per company and property, so six overall.
If you have the Lead Tracking tool, you will also have three Opportunity fields available.
Managing Custom Fields
As an Admin, go to ToolBox > Admin > Edit Custom Company/Property Fields.
In here you can Add, Edit and Delete Custom Fields.
Clicking set all to default will reset all of those custom fields throughout your CRM.
Clicking Add a new custom field or edit on an existing one, it will take you to this page.
Here you can give the field a name and some help text, which will help identify the purpose of the field to your employees. Then you will assign it as a Property field or Company field and choose whether or not it is searchable within the Search tab in the Contacts list.
There are four types of Custom Fields:
- Standard Text Box - This is a free-form input where your employees enter in unstructured data.
- Dropdown - This is a pre-defined list of values that you will set up. It is great for assigning clients to different categories.
- Yes/No - This type of field is typically a question. i.e. In Accounting?
- FCS User - This is a list of your currently active employees.
Setting the Field in the Record
Double-click on a Company in the Clients list to get to the Company Page.
Click on the Gear Icon on the right side to enter 'Edit Mode'.
Just under the Gear, you will see your Company Custom Fields, click on the [NONE] next to the field's name to set it.
Follow the same steps in the Property Page for Property Custom Fields.