Custom fields in Raynet allow you to customize the system to fit your business needs perfectly. They let you keep track of information that is missing from the core CRM structure, so you can have all your important data in one place. This makes it easy to create an environment that matches your processes and workflow.
In this article, you will learn:
Creating a custom field
You can add custom fields to all types of records (for example, Companies, Business Cases, Activities). They can only be created by an Administrator in the Settings section.
In Settings, click on Record Settings » select the record type you want to create the field for » Manage custom fields. In this article, we will use the Contact Person as an example.
A tab will open with the customization settings for that specific record type, in this case, Contact Persons. Click on the Add Panel button.
Type in the name of the entire panel. You will then add the custom field under this panel.
Once you have created the panel » click on the Add New Field button.
You can choose from a total of 12 custom field types.
Selecting your desired field type will take you to the next window, where you need to fill in the Field Name. Using the checkboxes, you can choose whether you want to display this field in list views, advanced filters, and exports. Don't forget to save everything.
Once you have made all the changes and created the fields, confirm them by clicking the Exit Window Editor button – this will take you back to Settings, where you will see your newly created field.
When returning to the application, the system will prompt you to reload the application.
After creating your first field, a new tab named Custom Fields will automatically appear on the detailed card, where all your created fields will be displayed.
Tip: Using Customization, you can place your custom fields exactly where you need them.
Help text for custom fields
For all types of Custom Fields, the administrator can also set a Help Text to guide users when filling out the field (with a maximum length of 255 characters).
Just go to Settings » Record Settings » select the record type (Company, Business Case, etc.) » click on the field you want to edit. In the field editing dialog box, check the option Show including text help, enter your text, and click the Save button.
On the detailed record card, in our case the Contact Person, the Help Text will appear when you hover your mouse cursor over the small question mark icon.
Adding another custom field
In the previous part of the article, we showed you how to create a new panel and insert a custom field into it. If you want to add another field to a panel that you already have in Raynet, go to Settings » Record Settings » select the specific record type » Manage custom fields.
In our example, we created a field for the Preferred method of communication for the Contact Person. Now, let's add a Date type field to the same panel. Click on the Add New Field button.
Select the Date field type.
Type in the field name and confirm by clicking the Save button.
Once you have added all your custom fields, you can close the editor by clicking the Exit Window Editor button.
Editing and deleting custom fields
Using Customization, you can adjust the layout of fields and panels to match your processes and make your daily work easier.
You can rename a panel or a field at any time by clicking on the three dots icon.
If you want to remove a field, click on the three dots » Delete field. Please note that removing a field will also delete all data recorded within this field.
Tip: In the record settings of individual records, you can mark a custom field as required. You can learn more about required fields in a separate article, which you can find here.