Contact and Organization Custom Fields

If you require a field in OnePageCRM that does not exist by default, you can create one as a custom field. There are 3 types of custom fields:

How to assign/update Contact Custom Fields (manually)

1
After you created a Contact Custom Field, open a contact → Click on the pencil icon in the top right corner.

2
Enter your data in the Custom fields section located at the bottom of the Contact info form and click Save to submit your changes.

How to assign/update Organization Custom Fields (manually)

1
After you created an Organization Custom Field, open the Organization View → Click on the pencil icon in the top right corner.

2
Enter your data in the Custom fields section located at the bottom of the Organization info form and click Save to submit your changes.


How to assign/update Contact Custom Fields (in bulk)

1
After you created a Contact or Organization Custom Field, choose the appropriate contacts by either:
  • Selecting all contacts in your Action Stream or in your Contacts Page.
  • Manually selecting contacts by checking the box beside their name.
  • 2
    In the bulk updates bar click More → select Advanced updates... from the dropdown.

    3
    Choose the Custom Field from the dropdown → add your field value → Click Apply

    Notes:

    You can decide if the content already exists to 'Don't apply' or 'Overwrite it'.


    When to update Custom Fields in bulk

  • Tags to custom fields: If you have a lot of tags in your account or would like to switch some over to custom fields.
  • Cleaning data: If you have many old leads from a previous year in your account, quickly select them and apply a custom field so they are easier to segment in your account.
  • Contact to company-wide custom fields: If you wish to store information such as industry type under the company-wide custom field instead of a contact custom field.

  • How to view Contact Custom Fields

    1
    Open a contact → Click on Show all.

    2
    Contact Custom Fields are shown below the Contact Field details.

    The Organization Custom Fields are below the Organization Fields.


    To minimize the additional details, click on Less.

    Notes:

    • You can set the preference to show More by default on the Settings PagePreferences → Under Contact Preferences toggle the slider for "Show all Contact & Organization fields" to green.

    How to add titles to a contact

    1
    Go to your User/Profile Icon (top right-hand corner) → Settings →  Custom Fields tab.
    Under Contact Fields toggle the slider to green to add Titles to your contacts.

    2
    To add additional drop-down values to the default ones e.g. Mr, Mrs, Ms, such as Doctor click on the pencil icon to the right of the Title Contact Field.

    3
    Add another field by clicking on + Add Item → add the new value → click Save to submit your settings.

    4
    To delete a dropdown option, click on the - icon to the right of the field → click Save to submit your settings.

    5
    In the contact view, your mandatory field will be displayed with an asterisk (*) to indicate this field as mandatory and the contact cannot be saved unless it is populated.


    How to add an Anniversary Date with an email reminder

    1
    Go to your User/Profile icon (top right-hand corner) → Settings → Custom Fields tab → Contact Fields → Click + Add.

    2
    Add a Custom Field name → select Custom Field type: Anniversary date
    3
    Under Reminder select the number of days before the due date to be reminded about the anniversary date → Click Save.

    Note: Select None to disable the reminder. 

    Notes:

    • Reminders are sent on a yearly basis.

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