Types of 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 groups of custom fields:
Each group of Custom Fields allows you to create different data types.
In this article:
| Standard field types |
| External ID field type |
| External ID example |
| Section Divider |
Standard Custom Field Types
Standard data types are present across different CRM systems, including OnePageCRM.
They include:
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Field Type "External ID"
Jump up to Article's Overview ⮝Once the External ID field has been created and set up, you can easily navigate to another third-party app with one click.
Notes:
- The value you store in the External ID field must be unique. 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 for "External ID"
Jump up to Article's Overview ⮝
Field Type "Section divider"
Jump up to Article's Overview ⮝Section dividers are available on the Business plan. Upgrade here.
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 are empty, the divider will not be displayed.
- Under Deal preferences, you can select if Section dividers should be displayed in the Deal Preview.