Custom fields are helpful if you are missing any fields in raynet. Just select the appropriate format for the custom field you need and name the panel and the fields in it.
Creating a new custom field
You can add custom fields to all record types (Account, Deal, Meeting,...). Only a user with the Administrator's role can create them in the Settings section.
In Settings, click on Record settings » select a type of record you want to create fields for » Add custom field » Create new field.
You can choose from 12 custom field types.
Selecting the field type will take you to the next window. There you need to fill in the Panel Name and Field Name. In the right part of the window, you can see a preview that shows what the whole panel will look like in raynet. You can use the checkboxes to choose whether you want the field to be displayed in list views, advanced filters, and exports. The last step is to save everything.
When you return to CRM, the system will ask you to reload the application.
After creating the first field, a new tab "Custom fields" will appear on the record detail. Your custom fields will be listed under this tab.
Adding another custom fields
In the first part of the article, we showed you how to create a new panel and insert a custom field into it. Now let see how to add another custom field to an existing panel.
Go to the Custom fields settings » select the correct field type » choose the record type (Contact person) and click on Manage custom fields.
In our example, we have created a panel for the registration of completed training at the Contact Person. Now we need to insert another field of the Date type into it.
In the Panel name, you need to select one of the existing panels to which you want to add a new field. And then enter the name of the new field.
Editing custom fields
You can edit the created panels and the fields in them as needed.
You can easily change the order of the panels by clicking on the arrow icon.
You can also rename the panel name at any time by clicking on the pencil icon.
Likewise, clicking on the pencil icon next to the field name allows you to change the field name.
You can also delete the field by clicking on the cross icon.
You can also change the order of the custom fields. All you have to do is move the mouse over the gray dots icon at the beginning of the line and drag the mouse to rearrange them.
In the record settings of individual records, it is possible to mark an optional field as mandatory. Learn more about required fields in a separate article, which you can find HERE.
In the detail of the record, you can set up which panels are to be displayed directly on the Custom fields tab (here, for example, at the Contact person).