How to Set Up Custom Fields

How to Add Custom Fields
Custom Fields Quick Tutorial Video:   Please click here to view a short video guide to setting up Custom Fields inside your CRM account: What types...
Fri, 21 Dec, 2018 at 1:52 AM
Top Tips for Setting up Custom Fields...Dos and Do Nots!
Top Tips for Setting up Custom Fields:  GOLDEN RULES - DO: 1. Plan your custom fields before you start to create them, think about what inform...
Fri, 21 Dec, 2018 at 1:58 AM
How to set up a Custom Field as a Dropdown option?
Please note: that only Key Account Holders and Admin Users will have access to set up custom fields, please find below instructions on how to set up cus...
Fri, 21 Dec, 2018 at 2:01 AM
How to set up a Custom Field as a Checklist option?
Please note: that only Key Account Holders and Admin Users will have access to set up custom fields, please find below instructions on how to set up cus...
Fri, 21 Dec, 2018 at 2:04 AM
How to set up a Custom Field as a Date?
Please note that only Key Account Holders and Admin Users will have access to set up custom fields, please find below instructions on how to set up a cus...
Fri, 21 Dec, 2018 at 2:06 AM
How to set up a Custom Field using the Radio button option?
Custom Field Radio buttons can be set up as shown in the example below - where one or other option is chosen:  The Radio button allows you to set o...
Fri, 21 Dec, 2018 at 2:10 AM
What are Hyperlinks in Custom Fields and how do I create them?
1. Hyperlinks within custom fields allows you to link one contact against another.   Whether it be a link to a person or organisation.   2. Examp...
Fri, 21 Dec, 2018 at 2:14 AM
How do I alter the Custom Fields sequence?
1. If you want to move a Custom Field up or down the sequence then you will need to go into Settings. 2. Then click on Global Settings. ...
Fri, 21 Dec, 2018 at 2:15 AM
Can I change the format of a Custom Field?
WARNING If you plan to change the format of a Custom Field for instance from a text area to a drop down option or other format then please be aware that you...
Fri, 12 May, 2017 at 4:07 AM
Deleting Custom Fields - Use Delete with Caution!
Please be aware: that if you delete a Custom Field then this will erase any data that has been captured for a contact(s).  Also if a Custom Field is lin...
Fri, 12 May, 2017 at 4:08 AM