First Steps

Custom fields

123 views October 25, 2016 October 31, 2016 InStream 1

An average CRM gives you the ability to gather only basic data about your customers such as email address, phone number, and job position. In InStream you can collect any information you want.

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The Custom Fields

You can choose from 8 different types of custom fields. See our list of the available fields with examples of a use.

Text – www, home address

Picklist – products in which your client is interested, distributor

Number – number of products

List – define priority

File – documents, CV

Data – the date on which a task ends.

People contact – point of contact

Collaborator – person from your company who is responsible for that contact

Step 1: Add new field

Open the people or company detailed view. Next, click on the “manage” button.

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To add new field click on the “Manage” button.

The editing window will appear on your screen.

Step 2: Choose the type of the field

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Types of fields

Choose the type of the field according to your needs. Options of filtering and sorting data depend on the field’s type you have chosen.

Step 3: Type in the name of the field and data

Enter field’s name and set up available options.

 

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Add custom field

Next, click on the “save” button.

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