{"id":5833,"date":"2021-12-13T10:25:44","date_gmt":"2021-12-13T10:25:44","guid":{"rendered":"https:\/\/helptest.mainbrainer.com\/knowledge-base\/how-to-create-custom-fields\/"},"modified":"2022-06-10T04:42:45","modified_gmt":"2022-06-10T04:42:45","slug":"how-to-create-custom-fields","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/crm\/manage\/create-custom-fields\/","title":{"rendered":"How to Create Custom Fields"},"content":{"rendered":"
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Step 1<\/h2>\n

Navigate to the CRM<\/h2>\n

Use the Main Menu<\/strong> on the left to expand the Contacts<\/strong> menu and click CRM Contacts<\/strong>.<\/p>\n

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\"CRM<\/p>\n

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The subsequent page displays all the contacts lists created to date in your MainBrainer account.<\/p>\n

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\"CRM<\/p>\n

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Step 2<\/h2>\n

Open the CRM list for which You Wish to Create a New Custom Field<\/h2>\n

Navigate to the contact list<\/a> for which you wish to create a new custom field<\/a>. Click the list name or the Open<\/strong> button to view the list data (as highlighted in the screenshot below).<\/em><\/p>\n

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\"CRM<\/p>\n

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Step 3<\/h2>\n

Create a Custom Field<\/h2>\n

Click the Custom Fields<\/strong> button (as highlighted in the screenshot below).<\/em><\/p>\n

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\"CRM<\/p>\n

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As you do, the next screen will display a list of all the CRM fields that exist in the list.<\/p>\n

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\"CRM<\/p>\n

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Click the Create Custom Field<\/strong> button (as highlighted in the above screenshot) <\/em>to create a custom field as per your requirements.<\/p>\n

As you do, you’ll need to enter the custom field details in the sidebar (as highlighted in the screenshot below).<\/em><\/p>\n

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\"CRM<\/p>\n

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Within this Custom Field creation sidebar you will find the following fields:<\/strong><\/h4>\n
3.1 Add a suitable name for the custom field<\/strong><\/h5>\n

Use this field to type in a relevant name for the custom field.<\/p>\n

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\"CRM<\/p>\n

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3.2 What type of data would you like to store in this field?<\/strong><\/h5>\n

Use this field to specify the data type of the data that you would be storing in the custom field. Depending on the data type you enter here, the next fields will be displayed wherein you’ll need to enter the subsequent details.<\/p>\n

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\"CRM<\/p>\n

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For example,<\/strong><\/div>\n
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  1. In case you select Predefined Values <\/strong>(with an option to select multiple values from a List) as the data type, you’ll need to define those values using the next field as highlighted in the screenshot below. Type in the value in the text box and click the Add option<\/strong> button. You can add as many options as you wish. When you add a contact to the CRM, this field will accept data from the options you specify here. This field, when added to a signup form, will display these options to the user. The user will be able to select one or multiple options from the list when submitting the form.\n
    <\/div>\n

    \"Create<\/p>\n

    <\/div>\n<\/li>\n
  2. In case you select Predefined Values <\/strong>(with an option to select one value from a drop-down menu) as the data type, you’ll need to define those values using the next field (as highlighted in the screenshot below). <\/em>Type in the value in the text box and click the Add option<\/strong> button. You can add as many options as you wish. When you add a contact to the CRM, this field will only accept one of the options you specify here. This field, when added to a signup form, will display these options to the user. The user will be able to select one of the options from the list when submitting the form.\n
    <\/div>\n

    \"Create<\/p>\n

    <\/div>\n<\/li>\n
  3. In case you select Numeric <\/strong>as the data type, you’ll need to define the maximum character length for the custom field using the next field char. Length<\/strong>.\n
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    \"CRM<\/p>\n

    <\/div>\n<\/li>\n
  4. In case you select Text (Alphanumeric)<\/strong> as the data type, you can specify further validation criteria using the subsequent Regex<\/strong> field.\n
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    \"CRM<\/p>\n

    <\/div>\n<\/li>\n<\/ol>\n
    3.3 Include it in all lists<\/strong><\/h5>\n

    Use this checkbox to specify whether you wish to add the custom field to the selected CRM list only or if you wish to make it a part of all your CRM lists.<\/p>\n

    <\/div>\n

    \"CRM<\/p>\n

    <\/div>\n

    Click the Save<\/strong> button.<\/p>\n<\/div>\n