Setting up custom fields for all types of data
Updated on May 13th, 2024
Custom Fields are available for all types of data in SalesBinder. It empowers you to tailor your SalesBinder account to your specific needs by creating extra fields that capture the exact data you uniquely require.
What are Custom Fields?
Think of "Custom Fields" as building blocks for your data, or put another way, it's like adding extra columns to a spreadsheet. You can now create custom fields for various types, including:
- Customers & Prospects
- Suppliers/Vendors
- Invoices
- Estimates
- Purchase Orders
- Sales Orders
- Inventory
Note: We've always had support for inventory custom fields on a per-category basis and that still remains unchanged.
Why You Might Want Custom Fields
- Enhanced Flexibility
Adapt the system to your unique data needs. No more feeling restricted by pre-defined fields - Improved Data Collection
Capture all the information crucial for your operations, ensuring a comprehensive data set - Streamlined Workflows
Eliminate the need for manual workarounds or external tools to track specific data points - Searchability
Search through all your custom field values just like you can with existing fields
Getting Started with Custom Fields
Using our newly expanded Custom Fields feature is simple and intuitive. Here's how it works:
- Access the "Custom Fields" section
This can be found within your Settings area. - Name your field clearly
Use a descriptive label that everyone will understand. - Choose the record type
Decide what type of record you want to collect this data for (customers, invoices, etc). - (Optional) Set additional display options
Depending on the field you're adding, you may want to display this information on the "list" views and/or publish it to your publicly shareable PDF files.