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.
Creating a custom field is a two step process:
- First, create a custom field group. A custom field group is a sub-heading that a custom field sits under.
- 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.
You might call prospects and use a “converted” box to track how many of those calls resulted in a conversion.