Adding Custom Fields
  • 16 Jun 2022
  • 2 Minutes to read
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Adding Custom Fields

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You can add custom fields from the CRM section of the Admin Panel.

Custom fields can only be added from the Network location if you manage more than one location.

They will automatically be available in every location within the network.

Public Custom Fields

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click CRM > Custom Fields.

  3. Click Add custom field.

  4. Add a Field name.

If you want this custom field to answer a specific question, the name of the field should be yoru question question.

  1. Select Customer (publishable) as your Record type.

  2. Select a Field data type based on the information you want to collect.

  3. Select an option in the Show field in column base don where you want to add this field.

  4. Click on the Visibility tab.

  5. Enable the relevant toggles in Profile & sign-up forms based on the forms that should include this field and whether or not you want the field to be a required one.

Leave all toggles disabled if you don't want to include this field in any form.

  1. Click the Save Changes button.

You can leave your custom fields in the nameless default section or add your own custom field groups.

Internal Custom Fields

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click CRM > Custom Fields.

  3. Click Add custom field.

  4. Add a Field name.

If you want this custom field to answer a specific question, the name of the field should be yoru question question.

  1. Select one of the following options as your Record type.
  • CRM opportunity
  • Customer (internal)
  • Floor plan item
  • Help desk department
  • Help desk message
  • Proposal
  • Team
  • Visitor
  1. Select a Field data type based on the information you want to collect.

  2. Click the Save Changes button.

You can leave your custom fields in the nameless default section or add your own custom field groups.

Field Data Types

The available field types are detailed below.

Date

This field lets you select a date from a pop-up calendar.

If the field is a public custom field, customers can also select or edit it on the Members Portal.

Decimal number

This field lets you add any decimal number such as 10.36 or 1520.236.

If the field is a public custom field, customers can also select or edit it on the Members Portal.

Multiple line text

This field lets you add multiple lines of text.

If the field is a public custom field, customers can also select or edit it on the Members Portal.

Options menu

This field lets you select one or multiple options that you've defined.

If the field is a public custom field, customers can also select or edit it on the Members Portal.

Single line text

This field type lets you add a single line of text.

If the field is a public custom field, customers can also select or edit it on the Members Portal.

Whole number

This field lets you add any whole number such as 165 or 152020256.

If the field is a public custom field, customers can also select or edit it on the Members Portal.

Yes/No

This field lets you select Yes or No as a field value.

If the field is a public custom field, customers can also select or edit it on the Members Portal.


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