Custom fields
How to access:
- Access the Invoicing app
- Access Settings
- Click on More options
- Select the option of Custom Fields
Custom fields are used to add additional information to your contacts and to classify them in order to organise your contacts better . You can filter by custom fields as well as export and import this information.
1) Custom field types
- Text field : Create an open field where you can only write text and combine it with numbers if necessary.
- Number: New field to write numbers and classify your contacts.
- Date: Record any type of date in the contact .
- Select: This field generates a list of options so you can choose one of them from the contact's file.
- Radio: Here you'l be able to provide a list of multiple choice options in the style of a radio button
- Check box: Add a field with options and choose as many options you'd like to
When creating the custom field you'll have to choose the "SCOPE" this will only appear in the contact type field for the contact. You can choose from the following options: contact, client, supplier or opportunity.
2) Create your custom fields
How to access:
- Access the Invoicing app
- Access Settings
- Click on More options
- Select the option of Custom Fields
- Click on New
- Name: Write a short title to identify the field in the contact's file.
- Key: This field should not be modified, Holded will automatically complete this information for you and this doesn't need to be manually changed.
- Type: Select one of the options explained in section 1.
- Scope: Choose the contact type that is the most suitable category for the contact
Once you have created your custom fields you can modify them, all you need to do is click on the custom field and you'll be able to edit or delete the information . If you delete the custom field(s), they will disappear from the contact's profile immediately.
3) How to add the custom field to a contact
How to access:
- Access the Invoicing app
- Access the Contacts tab
- Click on a Contact
- The custom fields will be displayed
Once you have created the custom fields, go to the Contacts module and after you have clicked on a contact, you'll find the different fields assigned, according to the Scope. Simply click on this and add or edit the necessary information following the parameters of the custom field type.
4) Export or update custom fields
How to access:
- Access the Invoicing App
- Access the Contacts module
- Click on the drop down arrow that's located to the right of the New Contact button
- Export to Excel / PDF or update contacts
When you want to export your list of contacts you'll see that the personalised fields in Excel will be distributed in columns. So you can filter through these fields quickly and easily. You can also export the Excel file to update your contacts, including the created fields.
Remember that the format of the custom field must match the list of options we identified in Section 1 of this article, otherwise it won't be updated.
These fields can not be included in the documents you create, but you can filter them from the contact module.