How To: Set Up and Use Custom Fields

In our 1.9.6 update, we added more customization to our CRM with custom fields. Where before you could fill out all the fields provided, now you can add your own fields to Contacts and Jobs to track even more information.

If you happen to track how many glasses of orange juice a particular customer drinks per day, be our guest; your fields are your own to customize. But then, I would probably suggest that you only track this type of thing if it’s actually relevant.

Setting up your own Custom Fields is easy and takes only a few minutes. Here, I’ll give you a quick rundown and we’ll go step-by-step on how to create your own custom fields.

Why Should I Use Custom Fields?

One of the main facts of business life is that every company is different. No two companies share the exact same workflow because each has a different audience, perspective, and creative crew working to get the most out of their effort.

This is where having a custom CRM empowers you to personalize your workflow. Creating your own fields allows you to track anything you need to give you a better perspective and edge.

Being able to see each nuanced piece of data makes your job that much easier and becomes an invaluable tool for interfacing with your customers.

What’s more, a good custom CRM setup will let you create your own fields, but a great customizable CRM will make those fields powerful by allowing you to create custom live reports to track each one of them.

In JobNimbus, you’ll be able to track every one of the custom fields you create in Reports. Data is powerful, and getting more into your system will elevate your ability to sell and retain.

How To Get Started

The process for Contacts and Jobs is the same, so we’ll set up a new Contact field here.

1. Head to Account Settings.

2. Click the “Custom Fields” tab.

3. Click “Add Field” to create a new Custom Field. You’ll then get a pop-up to add a Field Name and select a Type.

4. Add an appropriate, succinct name for your new field, then click the drop-down menu to select what Type of data this is. Custom Fields currently supports Date, Decimal, Number, and Text fields.

5. When you’ve decided on the right Name and Type, press the button to Save. NOTE: It is important that you choose the correct Type for this field. Once you have saved, you cannot edit the Type for this specific field.

Now, say hello to the newest member of your custom CRM. You’ll see that this new field is now added to the list in the Contact Fields menu where it can be edited, hidden/shown, deleted, or reordered with the rest of your customized fields.

Now, when you go to create or edit a contact, you will see this new field at the bottom of the right column in the pop-up.

When you add a value to one of your custom fields, you will be able to see the data in the Contact or Job information. This will help you see and know this info on the fly when you need to make or receive a call at any time, anywhere.

Build More Data, Close More Sales, Retain More Customers

Now you’re ready to start building even better data with Custom Fields.

Got any questions on how to set up Custom Fields for Contacts or Jobs? Leave us a comment below or shoot us an email at support@jobnimbus.com and we’d be happy to walk you through it.

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