In this section, you will learn how to:

  1. Add, manage and delete custom fields
  2. Create different types of fields
  3. Sort the fields
  4. Differentiate accounts and contacts

1. Adding, managing and deleting custom fields

In CentrixOne, you can customize the information in your contact cards and also in the business accounts with which these contacts are associated.

The custom fields are found in the PROFILING tab of a contact card.

The profiling tab displays the different fields that an account administrator can create. These fields can be determined based on the needs of your business and are visible for all contact cards.

Note: The three custom fields shown here (Business Type, Industry, and Internal ID Number) are for illustrative purposes only. When you set up your CentrixOne account, the PROFILING tab will be empty by default.

To add a new custom field, click on the three dots in the upper right corner of a contact card and select Add Fields.

Note: Custom fields can only be added to a preexisting contact card. If you haven't yet created a contact or imported a preexisting contact list in CentrixOne (which is quite likely at this point), you will first need to create a contact. In this case, we suggest that you create an empty contact or one specifically designed to manage custom fields.

The custom field creation form will pop up, at which point you can fill in the requested information.

Note: You can create field names in both English and French. If you only work in English, you can fill in only the box called Field name in English or type the same thing in both boxes.

Subsequently, you will need to choose the Field Type and enter the requested information. You will learn how the different types of fields operate later in this article.

You can also choose the Order and Height in which the new field will be displayed. You will learn how to do this a little further down.

After setting up your custom field, click on the SAVE button in the lower right corner of the form.

Once your custom fields are created, you can always go back to edit or delete them.

To edit or delete a custom field, click on the three dots in the upper right corner of a contact card in the PROFILING tab and select MANAGE FIELDS. On the Manage Custom Fields page, click on the gear icon to the right side of the field you want to edit.

To delete a custom field, follow the same steps, but instead of clicking on the gear icon, click on the three dots and then on the Delete field option.

2. Creating different types of fields

CentrixOne features several types of fields that enable you to customize your experience even more. These fields are described bellow:

Note: The field names shown in this article are for illustrative purposes only. They can all be customized.

Text field:

The text field is the simplest. It creates a text box in which you can enter any type of information you want (including numbers).

The end result will look like this:

This field allows you to create a drop-down list from which a single option can be selected.

When creating a drop-down list field, you must add the values related to your needs by clicking on the green + button to the right of Add a value. You can then name the value you want to add.

The end result will look like this:

Multiple choices field:

This field allows you to create a checkbox list in which several options can be selected. Instead of a drop-down list, it displays multiple options with boxes to check.

The end result will look like this:

Section field:

Section fields are used to separate your custom fields into different sections in the form. The name given to the field will be displayed as the name of the section.

For example, if you want to create a form with three sections each with two custom fields, you will need to do the following:

Section 1
      Field 1
      Field 2

Section 2
      Field 3
      Field 4

Section 3
      Field 5
      Field 6

This way you can also display or hide sections based on your needs.

The end result will look like this:

Note: To obtain similar results, you must identify an Order. We will come back to this in the next section of this article.

Date field:

This field allows you to enter a date.

The end result will look like this:

Time field:

This field allows you to enter a time.

The end result will look like this:

Note: Three other field types are displayed in the field creation form: Empty, Attachment and Report. These are currently under development and will be added in the near future.

3. Sorting the fields

Custom fields are not only adjustable to your needs, they can also be sorted in whatever order you like.

You can change the order in the custom field creation form.

The custom field order follows this pattern:

1          2
3         4
5         6

4. Differentiating between accounts and contacts

Finally, custom fields are applicable for both business accounts and contact cards. As mentioned above, the custom fields for contacts and for business accounts are not interchangeable. They must be created separately.

Custom fields for business accounts appear in the ACCOUNTS module and are visible in the PROFILING tab of the account card.

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