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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?

Note: Admin rights are required to perform certain actions listed in this article

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:

  • Navigate to Profile Icon on the top right corner
  • Click on Set Up
  • Under the Customizations section, select the desired Module for which Custom Field has to be created
    • Contact
    • Company
    • Deal
    • Activity
    • Product

cf1.png

  • Click on "New Custom Field"

cf2.png

  • 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)

Note: Figures in brackets indicate the maximum number of custom fields you can have per module. Select, Text, Email, Phone, and URL fields combined limit is up to 60 per module. Currency and the Decimal field combined limit is up to 15 per module.

cf3.png

  • 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

cf4.png

 

Note:

  • Provide the necessary information in the required field
  • Select Pick List fields like multi-select or select fields if needed to map dependency fields
  • You can choose to add it to the desired section in your layout

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.

For Example:

Section Name: Social

Fields: LinkedIn, Twitter, Instagram, Facebook

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

cf5.png

  •  Provide a Section Name

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

cf6.png

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

cf7.png

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.

section.gif

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.

field_move.gif

E. How can I delete or Edit Custom Field?

You can edit or delete the Custom Field by clicking on the more icon(three dots) against the particular Custom Field and selecting Edit and Delete icon appearing.

 

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.

active_to_inactive.gif

  • A user can add a 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.

inacive_to_active.gif

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.

Note: “Map Dependency Fields” can only be created for “Select” and “Multi-select” field types.

  • 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

Screen_Shot_2023-05-29_at_6.15.16_PM.png

  • Click on down arrow and select Map Dependency Fields

Screen_Shot_2023-05-29_at_6.17.54_PM.png

  • Click on Create

Screen_Shot_2023-05-29_at_6.19.53_PM.png

  • Create and Map dependency for picklist fields.

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

Screen_Shot_2023-05-29_at_6.27.22_PM.png

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

Screen_Shot_2023-05-29_at_6.28.17_PM.png

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

Screen_Shot_2023-05-29_at_6.59.27_PM.png

2. List view

3. Detail view

Screen_Shot_2023-05-29_at_6.49.35_PM.png

4. Quick view

Screen_Shot_2023-05-29_at_6.43.34_PM.png

5. Custom view

Screen_Shot_2023-05-29_at_6.52.18_PM.png

6. Import view

Screen_Shot_2023-05-29_at_6.56.16_PM.png

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