[5.0] Create Custom Fields for Contacts, Assets, and Opportunities

[5.0] Create Custom Fields for Contacts, Assets, and Opportunities

Custom Fields let you collect the information that matters most to your company. They can be used on Contacts, Assets, and Opportunities.

The app already includes standard fields, such as names, addresses, phone numbers, asset details, opportunity status, priority, price, and trades. If your company needs to track additional information, you can create your own custom fields.

Custom fields are organized under Field Groups. A Field Group is the section name, and the Fields are the pieces of information listed under that section.

Examples:

  1. For a Contact, you may want to track a person’s position at a company or birthday. You could create a Field Group called Personal Info with fields for Position and Birthday.
  2. For an Asset, you may want to track extra property details. You could create a Field Group called Property Info with fields for Resident Move-In Date, Home Value, and Other Trades.
  3. For an Opportunity, you may want to track completion dates. You could create a Field Group called Date of Completionwith fields for Estimated Completion and Actual Completion.

Important Notes

  1. Custom Field setup is only available in the Browser App.
  2. Custom Fields can be marked as Required. Use required fields sparingly. Users will not be able to edit the Contact, Asset, or Opportunity unless that required field is filled out.

Setup


Step 1: Add Field Group

  1. Along the left-hand bar, select Company Settings, indicated by the "building" icon
  2. Under "Custom Fields", select Opportunity tab
  3. Click ➕ Add Field Group on the bottom of the page
  4. Add a Field Group Name and click Save *Eg. Contract, Date of Completion, other Trades, etc 



Step 2: Create Field

  1. Click ➕ Create Field 
  2. Fill out form:
    1. Type: Choose what data needs to be collect , such as time, text box, check box, contact info, and etc
    2. Label: Add a title to the Field *eg Estimated Completion, Trades, Contract Signed, etc.
    3. Placeholder text: Include a short description of the info to be collected
    4. Required Field: Choose if the information collected to be optional or mandatory *See Note in Intro
    5. Field Width: Customize how big the width field will be-Full, Medium, or Small
  3. Click Save
*You can add as many Fields as needed under a Field Group