Adding Custom Properties in CRM

FieldCamp allows users to add custom properties to client records, enabling businesses to store additional, relevant details. Custom properties can be added directly from the Organize Tab in the Client Table for quick modifications and efficient data management.

​

1. Adding Custom Fields via the Organize Tab in the Client Table

​

Access the Client Table

• Navigate to the Clients section from the main menu.

• Click the Organize button at the top-right corner.

​

Add a Custom Field

• Select Properties from the Organize menu.

• Click “+ Add Property”.

• Enter the field name and choose a field type:

  • Text: Freeform input (e.g., Notes, Client Interests)

  • Dropdown: Predefined choices (e.g., Membership Level: Bronze, Silver, Gold)

  • Date: Calendar selection (e.g., Contract Start Date)

  • Checkbox: Yes/No or True/False fields (e.g., Subscribed to Newsletter)

• Click Apply to save the property.

​

2. Applying Custom Fields to Clients

• When adding or editing a client, the custom fields will now appear in the client form.

• Enter the relevant data (e.g., Preferred Contact Method: Email).

• Click Save to update the record.

​

3. Managing Custom Fields

• Edit Fields: Return to the Organize Tab to modify field names or types.

• Delete Fields: Remove unnecessary fields using the delete option in the Organize Tab.

​

Key Benefits of Custom Properties

• Enhanced Client Data: Capture additional details tailored to your business needs.

• Flexible Configuration: Quickly add or modify fields via the Organize Tab.

• Improved Organization: Categorize and filter clients using custom properties.

• Scalable CRM: Adapt FieldCamp to store unique data relevant to your business.

With FieldCamp’s custom properties feature, businesses can personalize their CRM experience, ensuring relevant client information is always at hand.