Custom fields in CRM module

Created: 2016-05-11
Last updated: 2019-07-19

Post view count: 496

We have added a new feature to Sugester. From now on, you can add custom fields both in our CRM module. This feature is very useful if your company uses some kind of proprietary order tracking system or has some internal jargon - which most companies do.

In this article we will show you some examples of how to take advantage of this feature and what the custom fields look like when used.

Custom fields in CRM

Although the default client sheet in Sugester gives you space to include a lot of client information, your company probably uses some sort of business-specific data. Things like order status, customer ID, payment method etc - the possibilites are innumerable - can be crucial to running your company, but there is no way we could think of each and every one of them. There is also the question of naming - even if we came up with hundreds of possibilities, there is chance that your business uses them under a different name. This is why we enable our users to create custom fields on client sheets - to easily capture and use all the data that you need.

Adding a custom field is very simple. Just go to Clients / CRM  and click on the cog icon in the top right corner. Next, select Add custom field. You will see the following screen:

There, you can decide on your new field's three parameters:

  • Field label - What the field will be called
  • Field type - This designates what kind of input the field is meant to contain. You can choose between text, long text, number, decimal, date and date and time. If you are not sure which one to choose, leave the deafult setting (text).
  • Display as column in main view - if you leave this setting on, the field's value will be displayed in a column in the main CRM view. If you disable it, the field's content will only be accessible by going to a client sheet.


After you've selected the desired options, just click Save.

Add 'select'  and 'multiple choice' fields

To add your own select field, go to Settings > Account setting > Advanced. In the Custom fields on client sheet click on Edit. Add a new field, by clicking on the '+'. With this button you can also add new choices.
Note! In the Data type you always have to have Text selected.

If you want to create a multiple choice field, mark the Multiple choice list checkbox. Next, click on the Change button and also save the changes in the bottom of the window.



Always remember to save changes at the bottom of the page:


Displaying custom fields in client's profile

After adding your custom fields you can see them in client's profile, by the left side. Custom fields are the same for each client. They will be displayed only if they're filled in. If a custom field is empty, it won't be visible - until you fill it. You can always fill it in client's edit.


 



Back


Add Comment