Custom fields, layouts and field customisation Follow

Salesmate comes with a minimalistic approach to CRM. While this is sufficient for many Salesmate customers, some customers may still need some field that is more specific to their organization’s needs.

• If you need a field in Salesmate that does not exist by default, it can always be added as a custom field.
• Using form layouts and custom fields you can capture all required info and reposition fields in the desired order.
• This feature is available for contact, company, deal, and activity modules.

Topics Covered:

A. Create Custom Fields and Layout
B. Where will the custom fields appear?

A. Create Custom Fields and Layout

Custom Fields are the most powerful way of achieving a successful organization-specific CRM system.

The Custom Fields can be placed under various sections which are editable and can be renamed as per users' requirements. After you create new Custom Fields, you can change their position on the form from the Layout section.

To Create New Custom Fields:

• Click Setup
• Under the Customizations section, select the desired Module for which Custom Field has to be created
  • Contact
  • Company
  • Deal
  • Activity
  • Product

• Click on "New Custom Field"

• Choose from the Field types –
  • Text  or Email or Phone or URL or Pick List/ Select (60)
  • Integer (20)
  • Decimal (15)
  • Date (15)
  • Date Time (10)
  • Percentage (15)
  • Big Integer (5)
  • Text Area (10)
  • Boolean (20)
  • Multi-Select (20)
  • Currency (15)

 

• Provide the Label Name
• List the Section Name in which Custom Field will appear
• Mark the Field Required if needed to be mandatory
• Click Save

B. How to add “Section” in the form layout?

Sections are useful for grouping fields together. If you want to create a section where all relevant fields should appear in the Form, a section is a way to achieve it.

• Click on the New Custom Field icon on the drop-down arrow
• Click on Add New Section

•  Provide a Section Name

• Select the layout option to render fields in one or two-column layouts

Upon configuration, this is how your Section with Fields should look like.

C. How can I change the position of the Section?

You can change the position of the Section by dragging and dropping to the desired position.

D. How can I change the position of the Field?

You can change the section in which the Custom Field appears by dragging and dropping them at the required section. You can also assign the section while creating the Custom Field.

E. How can I delete or Edit Custom Field?

You can edit or delete the Custom Field by hovering over the particular Custom Field and selecting Edit or Delete icon appearing.

Edit

Delete

Confirm Action: Once this action is performed all related data will be lost and would not be recovered.

 

F. How can I Activate or Deactivate a Custom Field?

• A user can remove Custom Fields to the Inactive Fields section if not required by moving them to the right side of the screen under the Inactive section.

• A user can add Custom Field to the System Fields section if required to be in Active mode by moving them to the left side of the screen under the System Fields section.

G. How to create and “Map Dependency” fields?

There are certain fields whose values depend on another field's value. For example, the values in the state field will depend on the country that you select from the country field.

• Create custom Fields (Pick List Fields) -
  • Select Field
  • Multi Select Field

• For select and multi-select field types you can add multiple values

• Add a Parent Field

• Add a Child Field

• Click on down arrow and select Map Dependency Fields

• Click on Create

• Create and Map dependency for picklist fields.

• Map the “Parent Field” to a “Child Field”. Example “Country” to a “State”

• Select values of the child field dependent upon each parent value

H. Where will the custom fields appear?

Depending on the module you added it to, the custom fields will appear at the below places:

Example: We added a select field "Country" and "State" in Deal.

1. Add / Edit a Record

• Select the options while composing your records

2. List view

3. Detail view

4. Quick view

5. Custom view

6. Import view