Difference between revisions of "Custom Fields"

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Name the field and select a Field Type.
 
Name the field and select a Field Type.
 
: '''Auto Integer'''
 
: '''Auto Integer'''
: '''Checkbox'''
+
: '''Checkbox''' - A checkbox appears next to the field name
: '''Date'''
+
: '''Date''' - Date field (Example: 12/01/2013)
: '''Datetime'''
+
: '''Datetime''' - Date and Time field (Example: 12/01/2013 12:34PM)
: '''Decimal'''
+
: '''Decimal''' - Allows a number with decimal
: '''Integer'''
+
: '''Integer''' - Whole numbers without a decimal
: '''Radio'''
+
: '''Radio''' - Presents multiple options with an option to select one
: '''Select'''
+
: '''Select''' - Presents a drop down of choices
: '''Text'''
+
: '''Text''' - Single line of text
: '''Textarea'''
+
: '''Textarea''' - Present a large block for multiple lines of text
: '''Time'''
+
: '''Time''' - Time field (Example: 12:34PM)
 +
 
  
  

Revision as of 14:59, 30 September 2013

Path: Callproof Support - Website - Navigation Bar - Home - Custom Fields


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 - A checkbox appears next to the field name
Date - Date field (Example: 12/01/2013)
Datetime - Date and Time field (Example: 12/01/2013 12:34PM)
Decimal - Allows a number with decimal
Integer - Whole numbers without a decimal
Radio - Presents multiple options with an option to select one
Select - Presents a drop down of choices
Text - Single line of text
Textarea - Present a large block for multiple lines of text
Time - Time field (Example: 12:34PM)



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.