Individual fields for persons and companies - CRM tip of the week
Posted: Thu Jan 30, 2025 3:27 am
On the person and company pages in CentralStationCRM, a number of fields are predefined that you can fill in when creating people and companies, such as name, telephone number and address. But depending on your industry or activity, there may be additional information that you want to store for people or companies. This can be very different things: Our customers often create a custom field for the customer number, for example. But a custom field in which the name of the supervisor is noted can also be relevant for some people. Some people who work in human resources may want to use a custom field in which they note the highest level of education of all the people.
To ensure that CentralStation meets your individual requirements for a CRM system, you can create individual fields. This is done in the account settings, where individual fields can not only be created, but also renamed, deleted or changed in their order. These functions are reserved for the account owner and co-owners.
In our help article you will find a albania telegram screening short video that shows you, click by click, how to create, manage and edit individual fields and where they are displayed.
Individual fields or “tags”?
As an alternative to “individual fields” you can of course also create “tags”. “Tags” always make sense when there are a few, overarching categories, for example when you want to assign data by industry. Individual fields, on the other hand, are the method of choice when it comes to individual data, for example a customer number, which is different for every person/company.
To ensure that CentralStation meets your individual requirements for a CRM system, you can create individual fields. This is done in the account settings, where individual fields can not only be created, but also renamed, deleted or changed in their order. These functions are reserved for the account owner and co-owners.
In our help article you will find a albania telegram screening short video that shows you, click by click, how to create, manage and edit individual fields and where they are displayed.
Individual fields or “tags”?
As an alternative to “individual fields” you can of course also create “tags”. “Tags” always make sense when there are a few, overarching categories, for example when you want to assign data by industry. Individual fields, on the other hand, are the method of choice when it comes to individual data, for example a customer number, which is different for every person/company.