CONTENT: Custom Fields
What are Custom Fields?
Custom Fields are fields that you can create to suit your needs. For example, if you want to view a Contact's Profile and see their Birth Date, Marital Status, or even Favorite Color, this is where you add and configure those fields.
Custom Fields can be inserted into Forms (CRM Intake and CRM Update), so that when your Contact fills it out, what they input into that field will appear on the field in their Profile. You can also use Placeholders created from Custom Fields that will pull the information they have registered, which you can put in a variety of places throughout the platform.
The following types of Custom Fields are available:
- CRM > Contacts: Shown in your Contacts' Detail View screen. They can also be used with Dynamic Data Placeholders.
- CRM > Company: Shown in your Company's Detail View screen.
- Your Staff/Team: Shown while viewing the details of a Staff Member.
- Work Request: Will appear as an input field while your Customer is creating a Work Request.
You can also use special Invoice Custom Fields in Invoices.
CLICK HERE to learn about Invoice Custom Fields
How do I create Custom Fields?
Navigate to Flyout Menu > Custom Fields.
Click the +Add Custom Field button.
A modal will appear in which you can fill out the required fields.
Field Name: This is the reference name of your Custom Field and will be shown on the CRM Dashboard (if applicable). The Client cannot see this name.
CLICK HERE to learn about the CRM Dashboard
Description: This is the text that a Contact will see, in the form of a question or statement associated with their response.
Usage: Choose from which sections of the platform the field will be used in. More information in the sections below.
Type: This determines the method of data input. More information in the following section.
Hide Placeholder: Check this box if you don't want the Placeholder for this Custom Field to be selectable throughout the platform.
If you select CRM > Contacts under Usage, a checkbox will appear in which you can allow your Contacts to update the information on their Profile Page.
What do the Custom Field Types mean?
When used in a Form, this is how the types of Custom Fields will appear.
Single-line Text Area: A single line, intended for responses with a single or just a few words or numbers
Multi-line Text Area: A "box" field intended for sentences, bullet points, etc.
Email: This field will only accept input in an email format
Checkbox: A single checkbox prompting a yes/no response
Date: Clicking this field will show a date picker, in which you can select the date.
Dropdown: Clicking this field will open a dropdown menu. You can also enable Multi-selection for this Custom Field.
Multiple choice: Presents a selection of choices each with a check box. You can also enable Multi-selection for this Custom Field (as shown).
File Upload: This allows uploading of a file either by dragging it into the perforated space, or clicking Select Files to open the File Explorer. You can enable the ability to upload multiple files.
URL: This field will only accept input in a URL format
Number: This field will only accept numeric values
Custom Fields in CRM > Contacts
To see your Custom Fields in action for Contacts usage, navigate to CRM > Contacts.
Click on a Contact. Alternatively, you can click on the Options dropdown menu and select View.
The Custom Fields will appear under the Profile Information section. Any field with no data provided will show Not Provided.
To change the order of the fields, as well as copy a Placeholder to your clipboard, click the Dynamic Data button located in the upper right-hand corner of the screen.
CLICK HERE to learn about Dynamic Data Placeholders
Changing how Fields appear while adding a Contact
Any Custom Fields you create for Contacts will appear in the list while adding a new Contact to the CRM ( CRM > Contacts > +Add Contact).
To configure this, navigate to CRM > Settings, then click the Custom Fields tab in the side navigation bar.
You can then choose which fields you would like to be visible, and can designate whether or not a field is required for submission.
You can also change the order of the fields by clicking the icon and dragging it into place.
Custom Fields in CRM > Company
Custom Fields for Your Staff/Team
To see your Custom Fields in action for Staff usage, navigate to Flyout Menu > Manage Staff.
Click on a Staff Member. Alternatively, you can click the Options dropdown menu and select Edit.
Any Custom Fields you create for Staff will appear at the bottom.
Custom Fields in Work Requests
A Custom Field in a Work Request will display for your Contact when they create one.
To see it in action, Impersonate a Contact and navigate to Projects > Work Requests.
CLICK HERE to learn about Impersonating
Click the +Work Requests button.
The field will be appear in their Work Request Form. You can mark this field as "required" during creation to ensure the Contact fills it out.
To view the Work Request on the Admin/Staff side, navigate to Projects > Work Requests and click on the Work Request in the list.
In the modal, the response will be shown under Other Details.