Custom Fields are here to help you get the most out of FreeAgent CRM. There are different types that cover a wide range of options like date, currency, text, etc... But if you want to create a relationship between existing data, especially that belonging to Leads, Accounts, and Deals, and on top, select multiple elements, what do you do? You create a Multi-Select Reference field.
Multi-Select Reference field
You can create Multi-Select Reference fields for any of your Tabs. They are meant to create an additional relationship between them and other Tabs. This is a 'many-to-many' relationship that as its name implies will allow you to relate different elements. This type of field will also let you choose multiple elements.
Here is an example. Let's say that within your data you have contacts that are supervised by the same manager, and you want to be able to know exactly who they are. Out of the Box, there isn't a field called 'Team' that would allow you to choose from existing leads within FreeAgent CRM all the leads that have the same manager to create that relationship. However, you can always create your own Custom Fields.
To review the complete process to create Custom Fields, please visit the following tutorial:
For the scenario described above, it is necessary that the data type is set to 'Reference - Multi-select' (1) and the Reference object is set to 'Leads' (2).
This will allow us to choose from our existing leads to define those that belong to the same manager once you edit them. To assign the manager to a group of leads, we can use the bulk edit feature.
When editing contacts, you will be able to select one or more elements on the Reference - Multi-Select field. Once you are done editing click the 'Save' button.
Once you 'Save' the changes, all the leads you selected will be displayed on the Lead's information card on the 'Manager' field (2). You will notice that your selections for this field type will be treated as 'tags', which mean that you can filter using this data, but they are not links.
But since the relationship is 'many-to-many' it doesn’t stop there. You can take a look at all the manager’s for a single contact by clicking on the dropdown menu right below the green ‘Things you Can Do’ button and then select the desired field. For this example, we will click on ‘Manager’ (2).
You can click on the leads on that list to go to their page. There is also another way in which you can manage the data for this type of custom field. Click on the 'Things you Can Do' button and you will discover that there is a new option 'Manage X'. X represents the name you gave to the field. For our example, it is called 'Manage Manager' If you click on it, you can do just that manage them.
When you click on 'Manage Manager' it will display a window where you can search (1) within your existing contacts to add them as 'managers' for your lead or simply remove an existing one (2).
That was easy! With the Reference custom field Multi-Select, you can also create new relationships between Leads and multiple Deals, Accounts and multiple other Accounts, Leads and multiple Accounts, Accounts and multiple Deals, Deals and multiple other Deals, and many other different combinations. The sky is the limit.