Adding Custom Fields to Company and Contact Information

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Ambox warning pn.png This article is deprecated and the information contained within may no longer be correct.

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:

Creating Global Custom Fields for Companies and Contacts

From the Global Settings page, 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 organization categories or 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.
GlobalCustomFields.png

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 category or contact role for which the field should be available.

For organization custom fields, you can set the category for which the field is available:

Category.png

For contact custom fields, you can set the contact role for which the field is available:

Role type.png

See Also