Fields are one of the reasons why FreeAgent CRM is so customizable. They allow you to include all the bits of information you need during your process, to all the apps you have set up. Whether you want to save the birthday of your Contacts or if you want to add a specific ID to an Opportunity you can do so by creating your own fields.
FreeAgent CRM includes 25 different field types, from currencies to dates all the way to calculated fields. You can create the fields you need for each of your apps to ensure you collect all the data you need.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: Only the Administrator can customize Form Fields.
In this tutorial, we will cover the following topics:
Custom Fields Types
There are several types of custom fields, depending on the type of data you want to save. To learn more about each type, please visit the corresponding tutorial:
To learn more about Calculated fields, please visit the following tutorial:
Navigate to Form Fields
Open the menu and go to 'Admin Settings' to display the available options, then click App Setup to display even more options. Then select your desired app and click on 'Form Fields'. You can also use the search function to get there faster, just start typing 'Form Fields'.
Create New Fields
You can create additional Fields for your contacts, accounts, opportunities, tasks, or any of your Apps within FreeAgent CRM or edit the existing ones.
You will notice that the system includes a set of predefined fields, however, it is completely possible to edit, rearrange, deactivate, and even delete them.
Note: Some out-of-the-box fields can not be deleted just deactivated.
At this time, you might want to consider creating your form sections, in order to keep your form cleaner. Setting up sections is really simple, to learn more about them, visit the following tutorial:
Adding a Field
To add your own Fields, click the 'Add Field' button. A small modal window will appear where you can give your Field a name and also select its type. There are different Field types as described above.
As a best practice, do not duplicate Field names. When working with these Fields, it is preferred that each Field has a unique name.
Some field types include the option to add a 'Default Value' when they are created.
Also, when you create or edit a field you can decide whether that field should be required, by enabling the checkbox.
You can also enable the 'Calculated' box to create a calculated field of the type you just selected.
If a field shouldn't be modified after the creation of the record, you can enable 'Lock after create' and that field won't be editable afterward.
Please note that some field types don't have all the options.
Note: All new fields are located at the bottom of the list.
You can assign a default value to most of the existing field types. If you do, every time a new record is created it will include the default value you selected. This is especially useful for fields that are required, booleans (yes/no) and Choice Lists.
For example, if you are creating new opportunities and the first stage they should have is "New" you can select "New" as the default value for all new opportunities.
Note: It is possible to change the default value as needed and also to remove it completely in case it is no longer necessary.
It is possible to change the order of your fields. Just click the 'Reorder' button.
A new window will open with all the fields that belong to that app. In this window, you can just drag and drrop the fields in the required order and click the 'Save' button.