What are Custom Fields?
Currently, custom fields are (ironically) custom fields that you can create for your contacts. For example, if you wanted to add a custom field so you could input the number of children a contact has, you could do this.
Here are some things you can do from this section:
Create groups to add custom fields to
Create custom fields
Steps to Manage Custom Fields:
In the top navigation bar, select "Admin" tab.
Select "Custom Fields" tile in the company page.
You will be redirected to the Custom Fields Management Page, where you can create, edit, or remove fields as needed.
Steps to Create Group:
From the Custom Fields page, you can create groups to add custom fields to. These groups will show up on each of your contact detail pages as separate detail sections.
Click on the "+ Add Group" button to create a new group.
A modal will appear where you can enter the group information. Once you've entered the details, click "Save" to add the group to the list.
You can edit your group name at any time by clicking on the "pencil" icon in the group heading. And click the "trash" icon to delete the group.
Steps to Create Custom Fields:
From the Custom Fields page, you can create custom fields that can be added to groups. These custom fields will show up on each of your contact detail pages for you to add information to.
To create a custom field, click on the "+ Add Field" button.
A modal will appear where you can enter the custom field information. Once you've entered the information, click "Save" to add the custom field to the list.
To edit a custom field later, click the "pencil" icon next to the custom field row. And click the "trash" icon to delete the group.
The custom fields you create will be displayed in the Users Contact Creation form.
And that's how company admins manage the custom fields.
If you have any questions, feel free to reach out to us by using the chatbot feature in the bottom-right of the platform, or by asking our team on Facebook.
- AccountableCRM Support