Custom fields are extra information that are relevant to your deals. Option to add and manage custom fields is available under your settings. Please note that only users with admin privileges can add or manage it

There are several types of custom fields that you can add; money field, number field, text field...

For multiple option fields you should enter one option per line.

Once you set up your fields you will see the tab to enter information when adding or editing a deal. Summary of information will display on sidebar.

Editing an existing custom field in Settings:

Please note that editing any existing custom field in settings will result in the system recreating that field as a new one, which in turn will remove the previous link for that field for reports and merge.

Meaning, if the field was edited and saved (even in the case no changes made to the field in settings, but "Save" button was clicked instead of "Cancel") reports and merge will no longer pull details for that custom field going forward.

  • If that field was empty in deals (no value added prior to edit in Settings) > the changes you made will update the field in those deals.

Example:

  1. You have created a multiple options custom field

  2. You now see this custom field in your deal but made no selection on the options listed

  3. You go back to Settings and edit the field to have one more option for selection

  4. When you go back to the deal this change will be visible

  • If the field was populated in deals (any value added or selection made prior to edit in Settings) > the changes you made will not apply to that field.

Example:

  1. You have created a multiple options custom field

  2. You now see this custom field in your deal and selected a couple of options listed there

  3. You go back to Settings and edit the field to have one more option for selection

  4. When you go back to the deal this change will not be visible - the changes will not apply to that field

  • Every changes made to an existing custom field in Settings will result in the merge key associated with that custom field to also change.

Example:

Merge key for your custom field is {deal.customFieldOptionsMultiple10}

After you make any changes for that field in Settings there will be a new merge key created > {deal.customFieldOptionsMultiple11}

In cases where that merge key is used for an automated email or document template, please be sure to replace the key with the updated one. More on merge keys here.

Enjoy adding specific deal's details to your business :)

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