How to use Custom Fields
Defining Custom Fields
The thing you need to do is to just start adding them. How to add them? Go to the record to which you’d like to add a custom field (at the moment this can be an account, contact, opportunity, lead or target) and look in the bottom right corner of the details.
Custom Fields at the contact details.
As you can see in our example there are no Custom Fields defined just yet. To add a Custom Field simple click on ‘Add custom field’ and a little menu will scroll down. In this menu you can type a field name, or select an existing one you have already defined, by clicking on the little arrow pointing down.
Adding a new Custom Field.
Once you have typed (or selected) a field name and a field value, just simply click on ‘add’ to add the custom field to the record. In our case we added the field name ‘project’ with the value ’0034′.
A new Custom Field is added.
Whenever you open the ‘Add custom fields’ from now on, you will see that (in our case) ‘project’ is already being preselected. You can easily just type something else in that field or – if you have any other Custom Fields defined – select another Custom Field from the list.
To delete a custom field you just click on the green ‘delete’ link behind the Custom Field. Once a field isn’t being used any more, it will automatically stop displaying.
How to search Custom Fields
Once you have defined fields, it is of course important to be able to search them. To search for the Custom Fields you first need to click on the ‘Search custom fields’ link in the menu.
The ‘Search custom fields’ link takes you to the required screen.
A new overview will open with search options on the left side and the search results on the right side. When the screen initially opens all the available fields are being loaded, displaying every custom field that is saved.
Initial screen.
To search Custom Fields simple fill one or both of the fields on the left side. The top field can only be selected, and the bottom field is a search field that searches on any keyword inserted.
Searching is simple, fill out what you like and click on ‘Search custom fields’.
When the results are being shown on the right side you can either click on the title to go to the record in which the field is defined, or click on the ‘toggle’ button to expand it with a bit more information.
Expanding the result can show some interesting data.
Q & A:
Why can’t I define different field types like tick boxes, date/time fields etcetera?
As our eternal mission is to create a simple CRM, we have decided it is not beneficial for the simplicity if we add a bunch of complexity to the system. A tick box can simple be solved by just typing ‘yes’ or ‘no’, and a date/time field simply by typing the date/time itself. This CRM is not made for big corporations that has strict policies on usage, we provide a CRM that is simple and dynamic, just like you like it.
How many times can I use the same field in a record?
As much as you like, it is all up to you.