Custom Fields for Organizations

There are different types of Custom Fields you can have in OnePageCRM, including Custom Fields for Organizations.

See here how to add new Custom Fields.

Update Organization Custom Fields manually

Update Organization Custom Fields in bulk

How to assign/update Organization Custom Fields (manually)

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.

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 Organization Custom Fields (in bulk)

After you created an 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.

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

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

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 Organization Custom Fields

Open a contact → Click on Show all.

Contact Profile l Click on

You can also see Organization Custom fields in the Organization view.

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

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.