Features by Screen: Admin: Field Editor

Field Editor

Every business is different so it makes sense that each business will have a need to store and use different contact information. The Field Editor allows you to add new Sections within the contact record and new Fields within those Sections according to the information your company needs to store and use.

Adding New Sections and Fields

Go to the "admin" link, then click the "Field Editor" link.

If you have multiple seats in your account [Note: OfficeAutopilot customers only], the first thing you’ll want to do once you create a new section is to set the permissions for that section. That is, who is allowed to read and edit  the information in the fields of that section. You’ll get to set permissions for every role in your company. Do this by clicking the pencil icon of the field in question, and by checking or un-checking the "Read" and "Write" boxes for each role.

Let’s say for instance, that your company is a wedding photography agency that employs several different photographers. Though you want each photographer to be able to log in and see the client information for each couple, you don’t want them to be able to write or edit the information.

In this example, you would create a section called "Wedding Info" that contains your prospects' and clients' weddings info.

First, you would add a section called “Wedding Info” by clicking the “+ Add a New Section” link at the top, then once the new section appears at the bottom, click the magnifying glass next to it.

This will let you begin adding fields to that section, on the right. Now, you add different fields like the wedding date, location and number of guests. There are different field types to choose from. The field type for wedding date will be, you guessed it, a “date” type field. For the wedding location, you could select “text” field, which will allow them to enter whatever information they have about their wedding location, be it city and state, or venue, city and state.

For the “number of guests” field, this will be a “numeric” type. This section and the fields contained within, are now available in your database and can be merged into any email.

List Type Field

There’s one really cool field type that bears special attention. It’s the List type field. This field type allows you to create multiple options, but unlike the ‘Dropdown box’ type field, users can select multiple options from this list, rather than just one. This is useful for a lot of different purposes. Say, for instance, you want to find out which topics of interest your prospects are concerned with so you can serve them up information that’s pertinent to them. You do this by creating list type fields with each of the given topics of interest as choices on the list, then setting up Active Response rules that respond to the selections people make from the lists by automatically sending pertinent emails in response to those areas of interest, or even adding people to sequences that go with that topic of information, allowing you to offer highly relevant information that’s of major value to your prospects [Note: OfficeAutopilot customers only].  

FAQs

Some questions we've heard...

"How many custom fields am I allowed?"

Relevant Links

• Using Staff Custom Fields

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