How to add/edit/delete Custom Fields?


There are 3 types of custom fields in OnePageCRM:

A. Contact custom fields: custom fields related to specific contact visible in the contact view screen eg: Birthday, Renewal date, Marital status etc.

B. Company-wide custom fields: custom fields relevant to a company that has multiple contacts visible in the Account view eg: Tax number, Industry, Company size etc.

C. Deal custom fields: custom fields relevant to a specific deal eg: Product type, Invoice number etc.

You can customize your contact's data by creating additional fields to store information about your contacts. These Custom Fields can be added, edited or removed only by an Account Owner or Administrator user.

  • Add Custom Field.
  • Edit Custom Field.
  • Delete Custom Field.


Add Custom Field for a Contact

  1. Go to gear icon > Settings > Custom Fields tab (See A).
  2. Click on the Add link (See B).
  3. In the New Custom field box (see C):
    • Type the name of the custom field in the Field name field.
    • Select Field type option from the drop-down list:
      • Single line text - alphanumeric text field that accommodates a few words on a single line.
      • Multi line text - alphanumeric text field that accommodates longer text on multiple lines.
      • Dropdown - drop-down list with options.
      • Checkboxes - allows multiple selection from a list of values.
      • Number - numeric field that only holds numbers.
      • Date - calendar date field used for date joined etc.
      • Anniversary date - calendar date field with the option to be reminded of an anniversary by email. This can be used for birthday, expiry date etc.
        • This is not available for COMPANY-WIDE FIELDS or DEAL FIELDS.
    • Click Save to create a new custom field

  4. To enable the Title custom field, check out How to add Title to a contact?
  5. Re-order the list of custom fields by using the up and down arrows (See D).


Edit Custom Field

  1. Go to gear icon > Settings > Custom Fields tab.
  2. Click on Edit to the right of the custom field you wish to edit (see E).
  3. In the Edit Custom field box (see F):

    • Change the details of your choice for example name of the custom field in the Field name field.
    • Click Save to submit changes.


Delete Custom Field

  1. Go to gear icon > Settings > Custom Fields tab.
  2. Click on the bin icon to the right of the custom field you wish to delete (see G).
  3. In the warning message, click OK to confirm deletion of the custom field.
NOTE
  • You can also follow these steps to add/edit/delete Custom Fields for companies using COMPANY-WIDE FIELDS and deals using DEAL FIELDS.
  • There is no Anniversary date field type for DEAL FIELDS.
  • There is no Anniversary date fields type for COMPANY-WIDE FIELDS.

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