What are Custom Fields and How do they Function?

Posted In | CRM

Custom fields are a great way to get the information you need about your customers into your CRM, and they're not just for the customer side either. You can also use them on your own team's side to make sure everyone is on the same page when it comes to who is responsible for what tasks or projects.

 

But what are custom fields? And how do you use them? In this article, we'll dive into what custom fields are and how they work.

 

 

What are Custom Fields and How do they Function?

Custom fields are fields that can be added to a contact record in order to track additional information about that contact. For example, if you wanted to track the contact's preferred method of communication, you could add a custom field for that. Custom fields can be used to track any type of information that you want to store about a contact. 

 

Adding custom fields to your contact management system is crucial, as it allows you to store more useful data about your contacts. You can then divide your database into subsets, each of which contains more detailed information about your accounts and contacts and makes it easier to keep tabs on the whole operation. Your company can even automate tasks according to these specific criteria.

 

Accounts, Contacts, Tasks, Work activities, and Opportunities are some of the primary CRM 'objects' where custom fields can be implemented. The standard fields that are part of the CRM system by default can be removed or altered through customization.

 

How can Custom Fields be Used?

• Custom fields in CRM can be used to store company or organization-specific data. This data can be utilized to track customer information, sales data, and any other company-specific data. 

• Custom fields can be used to generate individualized reports and dashboards for tracking progress and performance.

• Custom fields are added to CRM records to store additional information. For example, you could create a custom field to store the preferred sales representative of a customer.

• Customizable fields for customer account information can be added to the CRM to meet business requirements.

 

Conclusion

Custom fields are a great way to personalize your CRM experience. It can be used to store data that is specific to an organization or industry. In addition, this data can be used to track and manage customer relationships.

 

Furthermore, they allow you to create an account for each client that you manage, which can be customized according to their needs and interests. For example, if you are a real estate agent, you might want to add a custom field for “ Property Type”, “Number of Rooms” , etc so that you can easily view the type of property each of your contacts are interested in. 

 

Gridlex Zip offers custom fields that can be used to store additional information about tickets in a format that you define.  Gridlex Zip's custom objects serve as a mini database for storing and managing the specifics of a company's customer data.