The Custom Fields feature in ARTERNAL allows you to personalize your contact records by adding specific details that matter to your business. This makes tracking important information easier and more customized.
Creating a New Custom Field:
Navigate to Custom Fields:
Go to Settings > Organization > Custom Fields > Contacts.
Create a New Field:
Click on + New Field.
In the prompt, enter the required details:
Field Name (required)
Description (optional)
Field Type and Field Group
You can also control whether other users have permission to edit this field. Once you've filled in all the details, click on Create Field.
View the New Field:
Refresh the page, go to Contacts, select a contact, click Edit Info, and scroll down to the Custom Fields section. Your newly created field will now be visible.
Editing and Archiving Custom Fields:
To edit or archive existing fields, go to Settings > Custom Fields > Contacts. Click on any field to make changes.
In the prompt, you can modify the field name, description, or group, and then click Save Field.
To archive a field, click the Archive option.
Recovering Archived Fields:
To restore archived fields, go to the Archived tab under Custom Fields and recover them from there.
Searching with Custom Fields:
To search for contacts using a custom field, click on Filters next to the search bar.
Select the desired custom field and search within the filter to find relevant contacts.
Frequently Asked Questions (FAQ):
Q: What are custom fields in ARTERNAL?
A: Custom fields allow you to add personalized fields to your contact records, enabling you to track specific details that aren't covered by default fields.
Q: How do I create a custom field?
A: Go to Settings > Organization > Custom Fields > Contacts, click + New Field, and enter the required details such as the field name, type, and group.
Q: Can I control who can edit custom fields?
A: Yes, when creating a custom field, you can set permissions to control whether other users can edit that field.
Q: How do I edit or archive a custom field?
A: Go to Settings > Custom Fields > Contacts, click on the field you want to modify, and make your changes. To archive it, click Archive.
Q: How can I search for contacts using custom fields?
A: Click on Filters next to the search bar, select the custom field, and search within that filter to find the relevant contacts.