You know your business best. So we have enabled you to customize your contacts, companies and deals. For example if you are an interior designer you might want to store the favorite color for your customer or your steps in a deal stage include a consultation phase. You can add fields to them, you can change the stages in deals and you can update your amount currency.
Up until recently you were only able to create text, number and date fields. A few days ago, we added the ability to create a few other field types:
- Link: to store websites or project sites easily
- yes/no: to store true/false values for things such as "requires training"
- Currency: to store numbers formatted according to a currency, such as "discount"
- Choice fields: to store options, which can only be selected for this field, such as "status"
Now, when you go to the Add column link, it opens the add column dialog and gives you more options to choose from.
Add column dialog with field types
Some of you asked for a choice field. Using it, you are able to create dropdown lists.
For example as an interior designer you might want to clarify which part of the house you are designing as part of your deal. Using the choice field you can limit it to living room, dining room and bath room. This makes sure you and your colleagues use the same set of options.
Add column dialog with setting options on a choice field
Also it will help you, when trying to sort and filter on these fields later on.
These new fields, similar to before, will show up as part of the details section of a contact, company or deal:
Deal details with choice custom field
Let us know, what you think about these new column types and what other types of customization you would like to see. There are a few requests in our feedback forum, so vote them up:
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