Customize what information you wish to track within your Accelo account by creating a Custom Profile Field. Whether it is for tracking key dates, picking from lists of options to make reporting easier or just being able to do away with those pesky spreadsheets for tracking lots of details on sales, projects, tickets and retainers, our custom profile fields let you shape Accelo to match just what your business needs.
Using this guide, you can:
Your Accelo account includes several default Profile Fields under the Company and Contact modules. If you have additional fields you wish to track, you have the option of creating Custom Profile Fields.
Custom Profile Fields can be made available across many Module types, ie - Sales Types, Project Types, Ticket/Issue Types, etc. Profile Fields allow you to configure customized fields which apply to all records within that module, not just one of them.
So, for instance, if you have information you wish to populate across all modules (unified) such as certain services being offered, or client business hours, you would use the Custom Profile Fields feature.
Alternatively, Custom Fields only apply to a specific type of project, ticket, sale, or retainer.
So, for instance, if you have a field which only needs to be recorded during a *certain* Sales Process, you should use the custom fields feature, found under that module's Progressions page.
If the standard module fields don't cover all your needs, you can create your own Custom Profile Fields.
To create a Custom Profile Field:
Click the Module Button, and choose Configuration.
Click the Module title that you want to create the Custom Profile Field for. For example, to create a Sale Profile field go to Sales and select Custom Profile Fields.
Click the Add Profile button.
Enter the following details and settings for the Custom Profile Field:
Press Save to save this Custom Profile Field and start using it.
Entering this field for a record is now very simple:
Head to the object that you wish to add the profile to.
Under Additional Details, which will either appear at the bottom of the page for a Company, or on the left side of the page for all other objects, click the Add Profile Details button.
This will allow you to select from the profiles you have created whilst on the Admin page and enter the appropriate value.