Accountable CRM

Custom Fields in Accountable CRM allow you to tailor contact details to fit your business needs. Whether you need to track personalized data such as loan preferences, referral sources, or key relationship details, Custom Fields provide the flexibility to store and manage critical client information efficiently.

Log into Accountable CRM and navigate to the top-right corner of your dashboard.

Click on your Profile Image to open the dropdown menu.

Select Custom Fields from the options.

You will be redirected to the Custom Fields Management Page, where you can create, edit, or remove fields as needed.

1. Log into Accountable CRM and navigate to the top-right corner of your dashboard.
2. Click on your Profile Image to open the dropdown menu.
3. Select Custom Fields from the options.
4. You will be redirected to the Custom Fields Management Page, where you can create, edit, or remove fields as needed.

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

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. ​

1. Click on the "+ Add Group" button to create a new group. ​
 
 
2. 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. ​
 
 
3. 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. ​

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 Contact Creation form. ​

1. To create a custom field, click on the "+ Add Field" button. ​
 
 
2. 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. ​
 
 
3. 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. ​
 
 
4. The custom fields you create will be displayed in the Contact Creation form. ​
 
 ​

And that's how you manage your custom fields.

If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform, or by asking our team on Facebook.

How to Manage Custom Fields

How to Access Custom Fields

What are Custom Fields

Steps To Create Groups:

Create Custom Fields: