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 a field that includes a list of options from which you can select one, what do you do? You create a Choice List field.
Choice List field
You can create Choice List fields for your Tabs. They are meant to provide additional information for them.
Here is an example. Let's say that in your line of business it is important that you know your Contact's zodiac sign. Out of the Box, there isn't such an option. 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 'Choice List'.
If you want to add in more choice as you create elements, then it will be necessary that you mark the 'Allow Ad-hoc Creation' checkbox. If you don't then you will be restricted to the choices you add for the field.
Once you save your custom field, you will need to add the actual choices, in this case, the Zodiac signs, by editing your Custom Field.
Once you 'Save' the changes to your Custom Field, the next time you add or edit a Lead, you will see the Zodiac Sign field. It will show you all the available choices for you to choose from. If you checked the 'Allow Ad-hoc Creation' box, in addition to the choices you added anyone in your team will be able to add their own choices on that field. For this particular example of the Zodiac Sign, since they are only 12 and we have added them all to the choices, we won't check the 'Allow Ad-hoc Creation' box.
One additional advantage of the Choice List custom fields is that it will be available on the filters. So if you would like to see those Leads that are 'Leo', just apply the filter and the system will do the rest.
And there you have it! With the Choice List, you can add additional relevant information to your Leads, Accounts or Deals, you can also filter this data and create as many custom fields as you need.