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Text Custom Field

Text custom fields allow you to add tailored text-based information to various objects for enhanced data management and organization.

Updated over a week ago

Text custom fields allow you to input and store text-based information for objects like Budgets, Companies, Deals, Expenses, Invoices, and more.

This flexibility helps in capturing specific details and notes tailored to your business needs.

1) Adding a Text Custom Field

Go to Settings > Custom fields. Select the object for which you want to create a custom field. This could be Budgets, Companies, Deals, Expenses, Invoices, etc.

2) Selecting the Text Field

From the custom field menu, select the Text field type.

3) Name and Describe the Field

Give the custom field a name and description and click "Create field" (if editing an existing field, select "Update field").

Applying Text Custom Fields

After creating text custom fields, they can be applied and edited directly within the relevant objects. Here’s how you can use them:

  1. Access the Relevant Object
    Go to the section where the object is located (e.g., Budgets > Specific Budget).

  2. Input Text Information
    Locate the custom field tab in the budget sidebar and input the necessary text.

  3. Save Changes
    The text is saved automatically as you type!

Example of Usage

You can use text custom fields to add detailed notes, comments, or descriptions that can help in documenting specifics that are not covered by other standard fields.

Here’s an example of how a "Notes" custom field might look when created and added to the People view in CRM > Contacts.

Other Practical Applications

  • Budgets: Add specific instructions or notes for budget tracking.

  • Companies: Capture additional company information or internal notes.

  • Deals: Document deal-specific details and negotiations.

  • Expenses: Include descriptions or reasons for expenses.

  • Invoices: Add custom messages or payment instructions for clients.

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