Adapt the system to fit your needs by using custom fields.
Custom fields can be used in almost all aspects of the system to help with entering data.
For example: When creating a contact, you might want to have a custom field that categorizes the contact based on the job role the contact has. So the field could be a select field with the alternatives "IT purchasing, decision maker, project manager". When your users then create a new contact, they can choose from those options for that field.
Psst! Some fields are standard and can not be edited or deleted.
This article will help you with opening the correct field settings screen and adding a custom field.
Opening Field Settings
To create or edit custom fields, complete the following steps:
- Select the Settings icon in the upper right corner of your Upsales screen.
- Select Settings.
- From the left-hand menu, select Fields from the CRM section.
- Select the area where the field will appear from the left-hand menu under Fields or from the tabs across the top of any Fields screen:
- Order & opportunities
- Order row
Adding a Field
To add a new custom field, complete the following steps:
- Open the Field Settings screen for the type of field you want to add.
- Select Add Field.
- Select the Type of field.
Tip! Select fields that best suit the data you plan to enter. A text field suits short text lines while a notes field works better for whole paragraphs of text.
- Enter the Field name.
- To restrict the visibility of the field to certain Roles, select the role. If you do not select a role, the custom field will be visible to all users. Read more about roles and how they work here.
To make the field mandatory, select the Always required toggle. For Order & Opportunity custom fields, you can make the field mandatory for a specific stage instead by selecting the stage from the Required on stages drop down list. Read more about requiring order and opportunity custom fields by stage here.
- Select Save.
Tooltip on the standard notes field
In most cases, the notes field is a standard field. The standard notes field also has a feature that can help you be compliant with GDPR (General Data Protection Regulation).