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Add additional fields to your activity screen
Add additional fields to your activity screen

Use custom fields in Current RMS to add any other fields you need on an activity screen.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

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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