In Accountable CRM, Company Admins use Custom Fields to tailor contact details according to organizational needs. This functionality enables administrators to capture and manage specific client information - such as loan preferences, referral sources, and key relationship details.
Steps to Manage the Custom Groups and Fields:
Step 1 : How to Access Custom Fields:
Click the “Admin” tab in the top navigation bar of the CRM dashboard. Select the "Settings" from the Company Dashboard page.
On the settings page, click the Custom Field , and it will redirect to the custom field page.
Step 2 : Creating a Custom Field Group
On the Custom Fields page, Company Admins can create groups to organize custom fields. These groups are displayed as separate sections on Company user's contact detail pages.
Click on the "+ Add Group" button to create a new group.
A modal will appear where you can enter the group name. Once you've entered , click "Save" button to add the group to the list.
Step 3 : Creating Custom Fields
On the Custom Fields page, Company Admins can create custom fields and assign them to groups. These custom fields are displayed on individual contact detail pages, allowing additional contact information to be captured.
To create a custom field, click on the "+ Add Field" button.
A modal popup will appear where you can enter the custom field name, field type select any group in the dropdown. Once you've entered the information, click "Save" button to add the custom field to the list.
When selecting Dropdown as the Field Type, you must add at least two dropdown options before the custom field can be saved.
You can easily reorganize your custom fields by using the drag-and-drop feature. Easily drag a field from one group and drop it into another group as needed.
Step 4 : Viewing and Managing Custom Fields
Contact Records
Custom fields are displayed on the company level individual contact details page, where users can enter or update information based on the selected field type.
Bulk Contact Import
Custom fields are also available during the company Import Contacts process, allowing you to import custom data for multiple contacts at once.
Contact List Advanced Filtering
Custom fields can be used as filter criteria in the Advanced Filter section of the Contacts List page, helping you quickly filter contacts based on specific information.
Step 5 : Edit or Delete Custom Groups and Fields
To edit a custom field , click the "pencil" icon next to the custom group and field. And click the "trash" icon to delete the custom group and field.
Note: When deleting a custom field, a confirmation message will display the number of contacts associated with that field. Confirm the deletion only if you wish to permanently remove the field and its da
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