Usage
- A good example of a custom field you can use in the Contact screen is a field called “Satisfied customer”, where the value of the field is Yes or No. For example, you can send your contacts a mailing (with link actions) where they can state whether they are satisfied with your services. This will give you valuable insight into the general customer satisfaction rate.
- Using the Find function, you can search for the information you register in custom fields and create selections. For example, if you register the expiry date of the maintenance agreement that you have with contacts, you can create a dynamic selection that shows the contacts for which the agreement expires in less than one month.
- You can reuse the information from these fields in documents and emails as template variables. Each field that you add gets its own unique ID (Prog ID), which can be used in documents to merge contact-specific information. So, if you want to send an email to your contacts that says that their maintenance agreement will expire soon, you can use the template variable for expiry date to show the correct expiry date of their agreement in the message.
Requirements
This feature requires a license for Development Tools or the CRM Suite Core plan.
CRM Suite (Growth plan): Your plan includes a limit on the number of custom objects. When the limit is reached, creating additional ones is blocked. See Plan limits for details.