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 add/edit/delete Custom Fields

Add a Custom Field

1
Go to your User/Profile icon (top right-hand corner) → Settings → Custom Fields tab → click + Add under either

  • Contact Fields
  • Organization Fields
  • Deal Fields

    • Settings Page l Custom Fields

    2
    Add a Field name and select Field type for your new Custom Field → Click Save when done.

    New Custom Field

    3
    Select a Custom Field and simply 'drag and drop' it to re-order the list of custom fields.

    Drag 'n' Drop 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.

    Edit Custom Field

    2
    In the Edit Custom field box → update the required details → Click Save.

    Save Custom Field

    Delete a Custom Field

    1
    Click on the bin icon to the right of the custom field you wish to delete.

    Delete Custom Field

    2
    In the warning message, click Delete to confirm the deletion of the custom field.

    Delete Custom Field pop-up

    3
    You have the option to restore a deleted Custom Field within 24 hours.

    Click Undo delete. 

    Undo Delete

    Custom Field Types

  • Single line text
    		•
  • Multi line text
    		•
  • Number
    		•
  • Dropdown
    		•
  • Date
    		•
  • Checkbox
    		•
  • Anniversary (Contact field only)
    		•

    How to make Custom Fields Mandatory

    Make sure essential information is always populated into your OnePageCRM account by enabling custom fields as Mandatory.


    Plans: Business plan

    1
    To make a Custom Field Mandatory either add a New Custom Field or edit an existing Custom Field
    2
    Click on the dropdown and choose between:

  • Not required - not 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.

    Mandatory Custom Field

    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.

    Mandatory Custom Field l Edit contact

    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.
    • You can populate data from Custom Fields also in Email Template Variables.
    • Custom Fields cannot be used in Custom Reports.
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