Difference between revisions of "Custom Fields"
| Line 11: | Line 11: | ||
== Create Custom Fields == | == Create Custom Fields == | ||
| − | + | Click '''Add Custom Field''' to create new custom field. | |
| + | |||
| + | Name the field and select a Field Type. | ||
| + | : '''Auto Integer''' | ||
| + | : '''Checkbox''' | ||
| + | : '''Date''' | ||
| + | : '''Datetime''' | ||
| + | : '''Decimal''' | ||
| + | : '''Integer''' | ||
| + | : '''Radio''' | ||
| + | : '''Select''' | ||
| + | : '''Text''' | ||
| + | : '''Textarea''' | ||
| + | : '''Time''' | ||
| + | |||
| + | |||
Revision as of 14:53, 30 September 2013
Path: Callproof Support - Website - Navigation Bar - Home - Custom Fields
Contents
What are Custom Fields?
Custom Fields are user created fields specific to their contact records. Custom fields are included on every contact and can be used to filter contact search results.
To view custom fields already created, select Custom Fields under the Home tab from the Navigation Bar.
Create Custom Fields
Click Add Custom Field to create new custom field.
Name the field and select a Field Type.
- Auto Integer
- Checkbox
- Date
- Datetime
- Decimal
- Integer
- Radio
- Select
- Text
- Textarea
- Time
Creating Custom Fields
To create Custom Fields, from the navigation bar, select "Home" then "Contact Types".
Next, select "Add Custom Field" from the top right of the main info pane.
Filtering Contact Search Results with Custom Fields
When searching for contacts, custom fields can be used as search criteria. Custom fields are not shown on the contacts search screen by default, but can be seen by clicking the MORE button towards the bottom of the contacts search criteria section.
