Difference between revisions of "Adding Custom Fields to Company and Contact Information"
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It is important to note that you can extend the information you are gathering around companies and contacts by adding [[Custom Fields|custom fields]]. | It is important to note that you can extend the information you are gathering around companies and contacts by adding [[Custom Fields|custom fields]]. | ||
| − | If you are not permissioned to add these types of fields you will need to speak to your [[System | + | If you are not permissioned to add these types of fields you will need to speak to your [[System Administrator|system administrator]]. You can add fields to: |
* '''External companies''' – Companies. | * '''External companies''' – Companies. | ||
Revision as of 14:56, 12 December 2007
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 – Companies.
- Contact Roles – Specific types of information that you may need for groups of contacts across companies.
