Creating Custom Fields for Contacts and Companies

Learn about making the most of your iVvy CRM by capturing more information from customers both individual contacts and companies, through the use of custom fields.

Note: if you are importing a list of contacts into your database we recommend you set up your custom fields prior to the import

If you want to store further information on contacts custom fields can be added from the global setting section of the account.

We recommend you set up all your required custom fields prior to importing your contacts database.

Find out more about Importing Contacts.

To Create a New Custom Field for Contacts

1. Navigate to Global Settings > Contacts & Companies > Custom Fields

2. Select “Add Custom Field”
3. Select Custom Field Type
   
   Small Text: Small text box.
   
   Large Text: Large text box.
   
   Single Select: Produces a drop down menu. Selection of 1 item from a list of answers. When you choose Single Select, you add options to the drop down menu by typing them into the field, and clicking Add Another. Add as many as you need.
   
   Multiple-Select: When more than one value can be recorded against a contact. Selection of multiple items from a list of answers. When you choose Multi-Select, you add options to the drop down menu by typing them into the field, and clicking Add Another. Add as many as you need.
   
   Note: When adding in single select and multiple select fields, if you need to re-order them, you can drag them up and down via the drag selector.
   
   Address: The system will require Line 1, Line 2, Line 3, Line 4, City, State, Country, Postcode
   
   Dates: A calendar pop up so you can select a date. 
   
   File: File upload.
4. Complete all relevant fields as per below:
   
   Name: The field name that will appear to your team when they add a Contact
   
   Is Visible to Contact: Select if you want the contact to be able to see the value stored against this field. (Events system only) 
   
   Is Required: If Yes is selected the field is mandatory for your team when adding a contact
   If No is selected this is not a mandatory field
5. Select Save
   

To Create a New Custom Field for Companies

1. Navigate to Global Settings > Contacts & Companies > Company Custom Fields

2. Select “Add Custom Field”
3. Select Custom Field Type
   
   Small Text: Small text box.
   
   Large Text: Large text box.
   
   Single Select: Produces a drop down menu. Selection of 1 item from a list of answers. When you choose Single Select, you add options to the drop down menu by typing them into the field, and clicking Add Another. Add as many as you need.
   
   Multiple-Select: When more than one value can be recorded against a contact. Selection of multiple items from a list of answers. When you choose Multi-Select, you add options to the drop down menu by typing them into the field, and clicking Add Another. Add as many as you need.
   
   Note: When adding in single select and multiple select fields, if you need to re-order them, you can drag them up and down via the drag selector.
   
   Address: The system will require Line 1, Line 2, Line 3, Line 4, City, State, Country, Postcode.
   
   Dates: A calendar pop up so you can select a date. 
   
   File: File upload.
4. Complete all relevant fields as per below:
   
   Name: The field name that will appear to your team when they add a Contact
   
   Is Visible to Contact: Select if you want the contact to be able to see the value stored against this field. (Events system only) 
   
   Is Required: If Yes is selected the field is mandatory for your team when adding a contact
   If No is selected this is not a mandatory field
5. Select Save

Please see a guide below on each of the buttons

Edit - Allow you to edit the existing Custom Field.

Delete - Allow you to delete the existing Custom Field.

Save Sort Order - Located on the left hand side of each Custom Field this will enable you to click and drag to sort to an order of your choice. The save sort order button must be clicked for the order to be remembered.