Video transcript
Video transcript
To customise the data you store in your CRM, you can add unlimited Custom Fields. To view your custom fields, head to your Tools & Settings, then to Custom Fields.
Click ‘Add field’ to set up a new custom field. You can select from the dropdown which type of field to add. For example, you might want to add a date field to store a contact’s date of birth.
Here we’re adding a Connection field. These fields connect to other things in the CRM - including People. We can add logic to this field, so that it only displays when someone has a certain tag, such as Young Person.
If we view a Young Person in our CRM, we can see that the connection field appears on the form, and we can connect them to their Parent/Guardian. This is a two way connection, between these two contacts.
Custom fields aren’t just used to store information on profiles - they are used to store any data in your CRM. You can create custom fields for Projects, Programmes, Events, Organisations and more here.
Custom fields are used in Forms in your CRM. To edit and add new forms, head to Tools & Settings, then to Forms.
We can edit an existing form from the list here. We have the option to add elements, like instructions or headings, or to add a new field to this form. When adding a field, we can also select whether this is required, and add some help text to assist the person completing the form.
Forms are used to get data into your CRM - this might be information about People, but could also be about an Event, Project or even just a Note on someone’s profile. You have control over all of the forms in your CRM, and can create as many as you need.
Custom Fields and Forms allow you to customise your CRM so you're able to capture, view, segment and report on the data that's relevant to your organisation. They are used throughout your CRM across Contacts, Activity and Records.
Custom Fields
Custom Fields are where we store attributes of your data.
Here are some examples of common custom fields for different types of data:
People | Organisations | Events |
First Name | Name | Name |
Last Name | Date | |
Address | Participants | |
Organisation | Organisation Type | Venue |
You can customise your CRM by adding custom fields, allowing you to store the data that’s important to your organisation.
Core Fields - Your CRM comes with a number of Custom Fields built in and ready for you to use straightaway. These commonly used fields are called Core Fields and they're exactly the same as any other type of Custom Field, except that they can't be deleted.
Forms
Whenever you add or edit data in your CRM, you’ll use forms. What’s more, you can add, edit and augment those forms to suit the needs of your organisation.
Forms are collections of some or all of the Custom Fields for a particular sort of data (e.g. People). As well as Custom Fields forms can include other elements such as:
Headings
Instructions
Dividers
Field Blocks
Field Blocks are groups of fields, such as Title, First name and Last name, or Address fields complete with a postcode lookup.
Forms allow you to set the order that form fields and elements will display when editing data, and allow you to set a number of rules and augmentations to your fields including:
Changing the labels for custom fields - this is particularly useful when sharing forms externally, allowing you to be very prescriptive about the responses you require
Adding rules, such as making certain fields required or ensuring they adhere to a particular format (for example, a valid email address)
Adding contextual help to fields
Adding placeholder text to fields
Changing how certain fields behave (e.g. how many email addresses can be added, whether new tags can be created when completing a form and so on)