Once you have entered your Custom Fields into Global Settings you can go back to your contacts and see them displayed.įor more advice on custom fields please contact our Support Helpdesk.The IDimager Photo Supreme Serial Key has a well-organized user interface, which means that all types of users can immediately access all available options. You can add information into these 3 new columns and you can add more than one row using the + button – as shown below in red: This Custom Field shown above has been associated with the tag ‘delegate’ by going into a contact record that the Custom Field Row applies to you will see the Rows as shown below:
The example below shows 3 columns by entering the number 3 in 4 th column, just click on the Update Settings button to activate. When setting up Custom Fields in the Rows format, you can enter a number into the last column (column 4) and this will create the number of additional rows you require (maximum is 5). Separate each checklist option with a comma but please do not put a comma at the end as this will give you an extra checkbox if you do. If you have selected a checklist as your custom field format please enter your checklist options in the 4 th column. Please remember You MUST put a comma to finish.
When setting information to go in the Drop down menu please ensure each drop down option has a comma (,) to separate but NO space see example below. Please note that the Column 4 will only appear if you have selected a Drop down, Checklist or Rows custom field format.įor the 4th column to display you will need to firstly click on the ‘Update Settings’ button and then go back into Settings, Global Settings where you will see this 4 th column – as shown below: If you choose a selection of tags - please note that if these tags are applied to a contact record the data will be duplicated - please click here for further guidance on this. However if you choose All contacts this has been selected then the Custom Fields will show on every contact. So if you choose the tag ‘prospect’ then the custom fields will show ONLY on those contacts tagged as ‘prospect’. ‘All contacts’ or one of the other tags such as new-client, consultant, current-client’ etc. To do this you need to choose which tag group you want the Custom Fields to show on i.e. Please make sure that you only choose one tag if the custom field is not relating to 'All contacts' as if more than one tag group is selected you cannot isolate the data if the contact is tagged with the associated tags.
This will produce a row of 3 columns as shown below:Ĭolumn 1 is the title heading/question you want to track i.e ‘How did they hear about us?’ etc.Ĭolumn 2 is to select the format the data is provided in for example, Text, Text area, Drop down, Date, Auto numbering, Rows or Checklist etc.Ĭolumn 3 is for the selection of who the Custom Field will be associated with, for instance will the Custom Field apply to ‘All contacts’or just a specific tag group? Half way down screen you will see Custom Fields, click on + add new button as shown below:Ĥ. Just click on this icon and then select the Global Settings tab as shown below in red:ģ. Custom Fields are set-up within the Settings icon along the top menu bar in your CRM account.Ģ.
How to Set Up Custom Fields in your CRM accountġ.
Link – (create a direct hyperlink to a website or a URL link).Heading – (to create subject headers to divide up the custom fields for more visual appeal).Read only (you cannot edit this custom field once data has been added).Check-list (check one or more boxes next to a list of options).Rows and columns (to capture multiple data – for reporting purposes).Radio buttons – used to select a preferred option - only one option can be selected - click here to see more.reports, quotations, delivery notes and for sending standard emails etc. Hyperlinks (for referrals – creates a link to other contacts or organisations within your database).Text area (multiple lines to enter data).What types of Custom Fields can you create?ĭecide which format you want, for each field you want to track, for instance you can choose from the following formats: Please click here to view a short video guide to setting up Custom Fields inside your CRM account: