Add new custom fields to allow users to enter specific information for contacts in NexJ CRM. You can add text, number, currency, convertible currency, date, and relationship custom fields.
To add a custom field:
- Navigate to the Entity Codes page.
- In the Custom Field Types tab, click the Custom Field Types subtab.
Click the Add button at the top of the list, and select a custom field type to define values that the field accepts:
Text
Select to add a custom field that accepts text values.
Number
Select to add a custom field that accepts numerical values.
Currency
Select to add a custom field that accepts and formats numerical values using the currency defined when the field is created.
Convertible Currency
Select to add a custom field that accepts and formats numerical values into the currency selected by users in NexJ CRM.
Date
Select to add a custom field that accepts and formats date values. Users can type a date value or select a date value from a calendar.
Relationship
Select to add a custom field that accepts a contact as a value and defines the contact as a relationship in the contact's hierarchy.
The Add Custom Field dialog opens.
- In the Detail tab, in the Name field, enter the custom field's display name.
- [Optional] In the Description field, enter a description of the custom field. The description displays in NexJ CRM.
In the Unit field, select the currency to apply to the field.
- In the Group field, select the custom field group to apply to the custom field.
The custom field group defines the contact types that you can add the field to, and the tab in which the field displays on the Contacts workspace. Select any of the following checkboxes:
Active
Select to make the custom field available in NexJ CRM.
Unique
Select to allow users to add only one custom field of this type to a contact.
End User Read Only
Select to prevent the custom field from being accessible in NexJ CRM.
Allow Quick Pick Only
Select to only allow users to add values to a custom text field that contains quick picks by selecting from a drop-down list. Otherwise, users can also enter a text value in the custom field.
Hierarchy Only
Select to specify that custom relationship fields do not display in a contact's profile, but only as relationships in the contact's hierarchy. Consider naming the custom field using the title of the position that you want to represent in the relationship hierarchy. For example, for a custom field that represents a lawyer-client relationship, name the field Lawyer
.
In the Security tab, you can change the view and edit security levels of this custom field.
- Click OK. The Add Custom Field dialog closes.
The custom field is added to the system and displays at the bottom of the Custom Field Types list. At any time, you can use the Up or Down buttons above the list to change the order in which custom fields display in NexJ CRM.
Adding quick picks to a custom text field