Difference between revisions of "Adding Custom Fields to Company and Contact Information"

Revision as of 12:30, 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

Custom fields can be attached to all organization and contact profiles in your system. Custom fields can also be configured to only appear on certain categories of organizations and contact roles. As well, custom fields can be set to only apply to internal or external organizations and contacts, or both. Note: The terminology used in this example may differ from copy to copy of SmartSimple. See Organization Terminology for further information. Branch & Organization Settings Custom Fields - define custom fields for all organizations in the system. Branch Custom Fields - define custom fields for all internal organizations. Organization Custom Fields - define custom fields for all external organizations. Staff & Contact Settings Custom Fields - define custom fields for all contacts in the system. Staff Custom Fields - define custom fields for all internal contacts (users). Contact Custom Fields - define custom fields for all external contacts.

See Also

• Role Based Custom Fields