Go to your User/Profile icon (top right-hand corner) → Settings → Custom Fields tab → click + Add under either
Contact Fields
Organization Fields
Deal Fields
2
Add a Field name and select Field type for your new Custom Field → Click Save when done.
3
Select a Custom Field and simply 'drag and drop' it to re-order the list of custom fields.
Notes:
The options for the Field Type Dropdown can be reordered by 'drag and drop' as well.
Edit a Custom Field
1
Click on the pencil icon to the right of the Custom Field you wish to edit.
2
In the Edit Custom field box → update the required details → Click Save.
Delete a Custom Field
1
Click on the bin icon to the right of the custom field you wish to delete.
2
In the warning message, click Delete to confirm the deletion of the custom field.
3
You have the option to restore a deleted Custom Field within 24 hours.
Click Undo delete.
Custom Field Types
Single line text
Multi-line text
Number
Dropdown
Date
Checkbox
Anniversary (Contact field only)
External ID
Section divider
Field Type "External ID"
Once the External ID field has been created and set up, you can easily navigate to another third-party app with one click.
1
While creating the Custom Field for an external ID → add a name and the third-party app URL template into the provided fields → click Save.
2
Once you created the field you can only store unique values in them.
Notes:
The value you store in the External ID field must beunique. The same value cannot be saved for 2 different contacts in the CRM for the same external ID Custom Field.
The value for the External ID field can be imported with your contacts, organizations, or deals.
Example:
1
To find the third-party app URL template, open the third-party app website (e.g. LinkedIn) → open a page containing an ID in the URL (e.g. contact profile, online shop item page, email campaign page, etc.) → copy the URL.
2
While creating a new Custom Field for an external ID → add the copied URL link to the Third-party app URL template field → replace the ID from the URL template (highlighted in blue) with [ID] → add a Field name → click on Save.
3
To populate this external ID field, open the third-party app website → open the page containing the specific ID (e.g. contact profile, online shop item page, email campaign page, etc.) → copy the ID.
4
In OnePageCRM open the contact, organization or deal → edit → add the specific ID you copied → click Save.
5
Once the ID has been saved for this Custom field, you will be redirected to the page you copied it from when clicking on it.
Field Type "Section divider"
Section dividers allow you to separate your Custom fields for a better overview.
Notes:
Once the divider has been created position it by moving it up or down via drag and drop on the Settings page under Custom Fields.
If the Custom Fields under the Section divider is empty the divider will not be displayed.
Under Deal preferences, you can select if Section dividers should be displayed in the Deal Preview.
How to make Custom Fields Mandatory
Make sure essential information is always populated into your OnePageCRM account by enabling custom fields as Mandatory.
For web app only - only mandatory if a contact is saved via the Browser App
For web and mobile app - mandatory if a contact is saved via the Browser or Mobile App
Click Save.
3
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.
Notes:
Only Administrators and the Account Owner can set custom fields as mandatory.
If you edit a contact and try to save it without populating the mandatory field, the custom field is highlighted with a red error box and you get the message: Please enter all the mandatory fields.
When creating a contact the contact's Last Name or Organization is mandatory by default.
