On the OneLocal platform, it's easy to store more of your customers' details right in LocalContacts! You can do things like enter information about each customer's last day of visit, make notes, or create customer groups:
The custom fields added in this example are:
A date field for "last visit" day
A text field for any additional information about the customer
A checkbox field for repeat visitors
A single choice drop down for the type of customer they are, in this case the options are "Heating", "Plumbing" and "Electric"
Ready to Add Your Own Custom Fields?
Step 1: Head over to your OneLocal dashboard and click into "Settings". Here you will find the "Contact Fields" button - click on that.
Step 2: All your existing and future custom fields will be listed here. Let's create a custom field by clicking on "Create Contact Field". There are multiple types of contact fields you can create:
Types of Contact Fields
Text: Allows you to enter any text information about your customers. This information is often unique client by client, keep in mind that you cannot create filters within LocalContacts based off of information in text fields.
Date: Allows you to choose dates (eg: date of last visit, renewal date)
Single Choice: These choices will be populated from a predetermined list that you add, there is no limit on how many options you can add to the list, but each client can only have 1 item chosen in this field.
Checkbox: A box in your customer's details you can check or uncheck, think of it as a 'yes/no' or 'true/false' question. When you are setting this up you will be asked if this should be checked or unchecked as the default.
Step 3: Go ahead and try out making your own custom field! Make sure you consider what type of information you are adding and what type of field will be best suited.
Keep in mind that you can only filter your contacts based on Single Choice or Checkbox fields so if you need to filter your contacts based on these fields, ensure you are using Single Choice or Checkbox.
Step 4: If you want to edit this field, click on the pencil. If you want to remove the field, click on the trash can.
Custom Fields on Multi-location Accounts
If your business has more than 1 location using the OneLocal platform, here's how the custom fields work on the Parent account level, and on the Child account level:
Custom Field on Parent Account
If the custom fields are created on the parent account, they will be visible and can be used on child accounts.
Custom Field on Child Account
If the custom fields are created on the child accounts, they will only be able to be used on contacts within that child account.
Now have fun on creating more custom fields in LocalContacts! If you have any questions, feel free to reach out to us by clicking on the chat bubble in the bottom right-hand side of your screen!