Hello. In this video I'm going to show you how to configure a Custom Profile Field. To go to the screen that I'm currently on you can come into the top-left corner,... Read More
Hello. In this video I'm going to show you how to configure a Custom Profile Field. To go to the screen that I'm currently on you can come into the top-left corner, come down to Configuration, down to Opportunities and Custom Profile. You can also see custom profile fields in other areas such as Companies in Contacts. I'm going to show you one of a sale. Now, a Custom Profile Field can be truly whatever you'd like it to be, outside of what we are already tracking and Accelo. So, if you wanted to add, maybe, business hours for a client. You can come in, you can see is this visible on create, so is this a prompt to fill out when you are creating a sale or an opportunity.
There's the fields such as Exclusive, only for this profile, if it's a required field so you actually cannot move forward until you fill it out If it's a next exportable field or if it's unified between projects to get some opportunities. You can also make sure that the custom profile field can show up in multiple areas such as the Company, Contact, Invoices, Tickets and other areas of the system. Always make sure that you save it before you move forward.