What do the settings of a custom field stand for?



Custom fields offer a way to personalize Teamleader. We offer several standard fields in each module, but we know that processes can differ for everyone, and that different information may be important to every company. This is why we created custom fields, that allow you to implement your very own way of working in Teamleader.


A general overview of how custom fields are created can be found here.


Before you start creating custom fields, you should start by bundling all information you urgently need and specify on which level you need them. For example, it doesn't make much sense to create all custom fields on CRM level, simply to have all information with the company or the contact. That will just make it more difficult to keep an overview, and you cannot make use of the entire idea behind custom fields.


Next to adding crucial information, another important part about custom fields is that you can create segments based on those fields. This is why it is even more interesting to have a look at the following article.


In order to create a custom field, simply navigate to Settings > Custom fields > +.

You then need to fill in several values.


1. Name

Name: Give the custom field a name that is easily recognizable for you and your colleagues. You can also change this name afterwards by going to Settings > Custom fields > Pencil next to the custom field.


2. Type

Type: The type of a custom field is essential, and cannot be changed once it has been chosen. Therefore, it is wise to really think thoroughly about what you want to achieve with a custom field. Also, the type will influence the segmentation options that you'll have.


Single line text

  • An emply field is created which you can fill in as you wish.
  • Segmentation options:


Multiline text

  • A white field is created, allowing you to add more extensive information. This field can only be created on CRM level, which means on contact or company level.
  • It will look like this:

  • Segmentation options: You cannot segment on this type of custom field.

Single selection

  • A dropdown menu is created with all the options you fill in.
  • You can fill in the options when creating the custom field or later when you edit it.
  • When filling in the custom field, you also have the option to click on “other” to insert an additional option right away.
  • Segmentation options:

And in the third dropdown menu, you will find all options you filled in.


Multiple selection

  • A dropdown menu will be created with all the options you have created.
  • You can add options when you create the custom field or when you edit it at a later stage.
  • You can choose several options at the same time.
  • Segmentation options:

In the third dropdown menu, you will find all the options you filled in.


Date

  • When filling in a custom field of this type, a calendar will be opened, allowing you to easily select a date.
  • Segmentation options:


Money

  • This custom field allows you to fill in an amount of money. The currency selected will be the standard currency of your account.
  • Segmentation options:


Integer

  • With this field, an empty field is created. You can only fill in integer numbers.
  • Segmentation options:


Number

  • Here you can fill in any type of number. Note that it doesn't have to be a whole number, it could also contain a comma.
  • Segmentation options:


Automatically incrementing field

  • This field allows you to fill in a start value (needs to be a natural number). The following item will automatically be linked to a subsequent number. A typical example for this field is client numbers. First, create a custom field on company level and fill in your start value. From then on, every newly created company automatically will be linked to a number, +1 to the previous one.
  • Segmentation options:


Yes/No

  • A slider will be created which you can set on “Yes” or “No”. By default, it it set to “No” and has to be set on “Yes” if applicable.
  • Segmentation options:


Email address

  • Filling in an email address in this type of field allows you to send an email from Teamleader. A pop-up will appear when you click on this email address.
  • Segmentation options:


Phone number


URL

  • When you type in an URL in this field, it will become a clickable link.
  • Segmentation options:


Company

  • When you start typing the name of a company in this field, Teamleader will start searching in the list of companies.
  • Segmentation options:


Contact

  • When you start typing the name of a contact in this field, Teamleader will start searching in the list of contacts.
  • Segmentation options:


Product

  • When you start typing the name of a product in this field, Teamleader will start searching in the list of products.
  • Segmentation options:


User

  • A dropdown menu will be created showing all users of Teamleader.
  • Segmentation options:


3. For

For: Basically, a custom field is an extra field you can create on the following levels.


Contact

  • You can add some additional information to your CRM. Many people choose to add a second email address or some extra information about a contact, e.g. Receives a Christmas card
  • You can also fill in those custom fields when you import contacts, which is why we advise you to create them upfront. For more information on how to import contacts, click here: http://support.teamleader.eu/topics/91-how-to-importing-contacts-and-companies/
  • These custom fields can also be synced to Mailchimp or Campaign Monitor so that they can be used in a mailing:

http://support.teamleader.eu/topics/76-how-to-send-email-campaigns-with-campaign-monitor/

http://support.teamleader.eu/topics/95-how-to-send-email-campaigns-with-mailchimp/


Company

  • You can add some additional information to your CRM. Many users add the different verticals they operate in or indicate how they got in touch with the company.
  • You can also fill in those custom fields when you import contacts, which is why we advise you to create them upfront. For more information on how to import companies, click here: http://support.teamleader.eu/topics/91-how-to-importing-contacts-and-companies/
  • These custom fields can also be synced to Mailchimp or Campaign Monitor so that they can be used in a mailing:

http://support.teamleader.eu/topics/76-how-to-send-email-campaigns-with-campaign-monitor/

http://support.teamleader.eu/topics/95-how-to-send-email-campaigns-with-mailchimp/


Product

Project

  • You can also add some additional information to your project. These custom fields are then automatically added to the “remarks” section of an invoice, when you create an invoice out of a project. This feature can also be disabled. To do so, send us an email at support@teamleader.eu.

Milestone

  • You can choose to add additional information to a milestone. Note that it should be specific information linked to a milestone, and not information on a certain project.

Adding additional parties to projects

  • When adding colleagues or third parties to a project, you can easily select their role in the project as well. If you would like to add additional information, you can do so via a custom field.

Deal

  • If you're going to make extensive use of deal statistics (Stats > Deals), you may want to create segments on deal level, as you can use those segments as a filter. This is why you need to be clear on what you want to filter, and what additional information you need on deal level.
  • Custom fields on deal level can also be used as limitations when creating a target, but only for field types 'single' or 'multiple selection'. To learn how you can add targets, click the following link: http://support.teamleader.eu/topics/136-how-to-adding-targets/

Invoice

Subscription

  • You can also add more information to subscriptions. For example, many people choose to create an overview of the kind of subscriptions they offer.

Meeting report

  • After a meeting has taken place, you can choose to add a meeting report, and add additional information. This could be used for example to declare whether this meeting was successful or to indicate whether further actions need to be taken and by whom.

Meeting

  • The meeting itself can also be personalized. You could add the client’s name in the first pop-up, for example.

To do

  • You want to add some more information to a task? Feel free to do so via the custom fields.

Call

  • In addition to adding information to meetings and tasks, you can also choose to add more details to calls. You can also filter on this information in the planning module or export the information.

Ticket

  • A custom field on ticket level may help you keep an overview of ticket types. If you filter on this type of field, you'll see for example what most tickets are about (what the most common issues are).

Orders

  • Note that orders are not activated by default in Teamleader. You can, however, activate them by sending us an email at support@teamleader.eu.
  • This option is used very often to add more information about suppliers.

Work orders

  • Work orders are also not activated by default, but you can easily activate them by sending us an email at support@teamleader.eu.
  • Every process is different, and if your work order contains crucial information, then custom fields are the way to go.

4. Advanced options

Under advanced options, you see different values depending on the type you choose.


Group: This option will always be available. The idea behind it is to create an even more advanced overview. If you create several custom fields and some are related to each other, you can create a group so they appear together under one header. Of course, you can name the group according to your process. It will then be displayed as shown below:


Required: You can mark fields as required, which means that they have to be filled in, otherwise you cannot save the contact, the company or the deal, depending on where you create the custom field.


Searchable: This means that you can search for the content of this custom field via the search field you find at the top of the overview of every module. With this option, there is a limit of three, meaning that you can make up to three fields searchable. Because of this, you'll have to define which content is most important to search on for you, personally. Of course, you'll always have the option to create segments based on custom fields. This in turn will also provide you with an overview of all contacts or companies containing this custom field.

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