Each form in Infoset has a bunch of data fields like Name, Subject, Contact, etc. by default. However, you can customize these forms to suit your company's processes. You can customize all your CRM data on the system and add as many data fields as you want to your contacts, companies, deals, and tickets.
- If you are a SaaS company, you can add data such as Current Package, LTV to your companies.
- You can add some data that may be required in your support process to your ticket forms and make it easier for your team members to fill them out.
- If you are selling physical products, you can add data fields such as Product Code, Product Quantity to your deal forms and have your sales team fill in these fields.
With custom data fields, you can customize all forms on Infoset according to your own processes, and ensure that all required data are recorded and tracked by your entire team.
To manage your data fields, go to Settings > General Settings, select the Data Fields submenu on the left. On this page, you can create custom data fields for all your objects and manage your existing data fields.
For example, to add new data fields to your tickets:
- Select the Tickets menu
- Click on the data type you want to add, from the menu on the right
- Adjust your data field settings and click Save
You can now use this data field in your tickets just like any other field. Likewise, you can create new fields for your contacts, companies, and deals by selecting the relevant menu.
You can drag-and-drop your custom fields to re-order them and change their display order in forms.
Pipeline-Specific Data Fields
Sometimes, it might make sense to enable some data fields for certain pipelines/stages, and not all of them. You can achieve this by selecting the pipelines and stages under the Active menu while creating your data fields (you can edit these settings later, too).
Required and Important Data Fields
By marking your data fields as required or important, you can guarantee your team to fill in some data in certain processes and at certain stages. For example; if you have a custom data field called Meeting Date, you can require this data field to be filled in for every deal that goes to the Offer stage.
Data fields you mark as Required become mandatory to be filled in the processes and stages you choose. Your team will have to fill in these fields first to create an item or move an item to this stage.
For items that are already in the selected pipelines/stages at the time this data field is created, a warning will be displayed to fill these fields in the Details section of the item detail page. Thus, before your team can take any action, they will have to fill in these fields.
If the data fields you marked as Important are empty, a warning will be shown to your team to fill them in. You can mark fields as important if they're not absolutely required to be filled in, but are important to your processes.