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.

Contact Profile l Pencil icon in the top right hand corner of the profile page.

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.

Scroll below the Owner field and edit the Contact Custom field as required. Once completed click on the orange

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.

Account View l Pencil icon in the top right-hand corner of the Organization profile page.

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.

Under the Organization info tab, below the Org. address field, edit the Organization Custom Fields as needed. Once completed click on the orange


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.

    Action Stream l Select the appropriate contact by clicking on the checkboxes. Select

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

    From the first dropdown in the pop-up window select the Custom Field, from the second dropdown select the value and click

    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.

    Contact Profile l Click on

    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.

    Contact Profile l to minimize the dropdown, click on

    Notes:

    • You can set the preference to show More by default on the Settings Page → Preferences → 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.

    Settings Page l Custom Fields tab l Enable the

    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.

    Once the

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

    Edit Title Contact custom field l click on

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

    Click on the grey minus (-) icon in order to remove an option.

    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.

    On the


    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.

    Settings page l Custom Fields tab l Next to Contact Fields, click on

    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. 

    From the first dropdown, select an Anniversary date. From the second behind the first dropdown select a Reminder.

    Notes:

    • Reminders are sent on a yearly basis.
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