Current RMS is used by businesses across the world in a variety of different industries so we provide the essential fields. Every business is different, so use custom fields to store additional data that’s important for your business.

What is a custom field?

Custom fields let you add things like text boxes, tick boxes, drop-down lists, date pickers, and other fields to any screen in the system so you can store additional information. 

Get started

Creating a custom field is a two step process:

  1. First, create a custom field group. A custom field group is a sub-heading that a custom field sits under.

  2. Then, create a custom field. This is your text box, date picker, drop-down box, tick box, or other field.

Create custom field group

Go to System Setup > Custom field groups and click the add custom field group button. 

Create custom field

Go to System Setup > Custom fields and fill out the fields.

When setting up your field, choose the module “activity”.

We’ve a full guide that runs through custom fields, see: Create custom fields

Common uses for custom fields

Different businesses use custom fields for different things, but here’s some ideas:

  • Customer satisfaction rating
    If you’re calling customers for feedback, you might like to create a drop-down with different options for how satisfied the customer was.

  • Tick boxes for processes followed
    If your business has processes to follow, you might have some tick boxes against an activity to say they’ve been completed.

  • Converted
    You might call prospects and use a “converted” box to track how many of those calls resulted in a conversion.

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