Smartstaff, administrator
421
edits
Changes
no edit summary
{{ DeprecatedPage }}__NOTOC__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 Administrator|system administrator]]. You can add fields to:
* '''[[Organization|External companies]]''' – Companies.* '''[[Client Categories|Company categories]]''' – Types of companies where you need specific information.* '''Contacts[[Contact]]s''' – Individuals.
* '''[[Role Based Custom Fields|Contact Roles]]''' – Specific types of information that you may need for groups of contacts across companies.
==Creating Global Custom Fields for Companies and Contacts==
{|
|-
||From the [[Global Settings]] page, [[custom fields]] can be attached to all organization and contact [[profile]]s in your system.<br />Custom fields can also be configured to only appear on certain organization [[Client Categories|categories]] or contact [[roles]].<br />As well, custom fields can be set to only apply to [[internal]] or [[external]] organizations and contacts, or both.<br /><br />''Note: The terminology used in this example may differ from copy to copy of SmartSimple.<br />
See [[Organization Terminology]] for further information.''<br /><br />
====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 [[Categoryexternal]] contacts. ||[[Image:Sales TrackingGlobalCustomFields.png|link=]]|} In all cases, custom fields are configured in the same fashion. Go to [[Global Settings]], click on the hyperlink corresponding to which kind of global custom field you want to define, and click the ''New'' button to create a new global custom field. ==Field Availability==The custom field settings in global custom fields include the ability to define which organization [[Client Categories|category]] or contact [[roles|role]]for which the field should be available. For organization custom fields, you can set the [[Client Categories|category]] for which the field is available: : [[Image:Category.png|link=|600px]]<br />For contact custom fields, you can set the contact [[roles|role]] for which the field is available:: [[Image:Role_type.png|link=|600px]]==See Also==* [[Role Based Custom Fields]] [[Category:Deprecated]]
