Difference between revisions of "Adding Custom Fields to Company and Contact Information"
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* '''[[Organization|External companies]]''' – Companies. | * '''[[Organization|External companies]]''' – Companies. | ||
* '''[[Client Categories|Company categories]]''' – Types of companies where you need specific information. | * '''[[Client Categories|Company categories]]''' – Types of companies where you need specific information. | ||
| − | * '''[[ | + | * '''[[Contact]]s''' – Individuals. |
* '''[[Role Based Custom Fields|Contact Roles]]''' – Specific types of information that you may need for groups of contacts across companies. | * '''[[Role Based Custom Fields|Contact Roles]]''' – Specific types of information that you may need for groups of contacts across companies. | ||
Revision as of 12:18, 21 November 2014
It is important to note that you can extend the information you are gathering around companies and contacts by adding custom fields.
If you are not permissioned to add these types of fields you will need to speak to your system administrator. You can add fields to:
- External companies – Companies.
- Company categories – Types of companies where you need specific information.
- Contacts – Individuals.
- Contact Roles – Specific types of information that you may need for groups of contacts across companies.
Creating Global Custom Fields for Companies and Contacts
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