The company custom fields feature lets you create fields and set up data for individual companies. This page shows how.
Setup
1. Creating a company custom field
- Example 1: Field name – Contracted products / Data – Product A, Product B, Product C, Product D, etc.
- Example 2: Field name – Customer classification / Data – Important, General, Lost, etc.
For instructions, refer to the help section on creating a new company custom field.
*Only your admin can create a new custom field.
2. Setting up individual company data
For instructions, refer to the help section on setting company custom field data for a company.
How to use it
This can be found on the company page when you click on a company name.
Notes
If a company name is recognized as the same as another, the company custom field data will not be transferred.
Example: If Company A is merged into Company B, Company A's custom fields will not be transferred to Company B.
Related information
- Doing advanced searches for companies
- Company page explained
- Changing items displayed in the Company list