Use custom fields to adapt Upsales for your needs and organise or segment your data.
Example: Add extra information to a contact's phone number field. For example, add a custom field to include their Skype number
1. Click Settings → CRM → Fields:
2. Choose and click where you want to add a custom field:
3. For this example, we want to add a Skype phone number. Click Contact, so the custom field appears in a contact's details. Scroll down to Custom fields and click Add field:
4. Choose your Field type (for this example we'll choose text) and click Next:
Tip: You can use the Notes field to show help text or disclaimers in fields (Notes and text fields have maximum 255 characters)
5. Give your field a name. If you have the Enterprise Security add-on, decide whether to restrict to specific roles.
You can also toggle:
- Visible
Show any synced fields, such as Gmail integration - Editable
Enable the field to be edited - Searchable
The field can appear in search results - Required
Users have to complete the field
6. Click Save and your custom field now appears in the list of Custom fields:
7. For the above example, the custom field now appears whenever adding a new contact:
8. With Report Centre PRO you can report on custom field orders. Open the Sales widget and you'll see the option to view the data: