Contacts and Businesses - Custom Content Link

Overview

This help page explains custom fields in SmartOffice CRM. When viewing contacts or businesses, users can access a "Custom" content link to manage custom fields that store data SmartOffice doesn't normally track. These fields enable organizations to tailor the system to unique needs and can be incorporated into lists, filters, and Dynamic Reports.

Custom Field Types

SmartOffice supports six field types:

• Alphanumeric: Letters and numerals
• Numeric: Numbers only (decimals round to two places)
• Integer: Whole numbers only
• Lookup: Customizable drop-down lists
• Date: Date input with a date picker button
• Check Box: Selection/deselection options

Requirements

Users need the "Custom Fields - Field Name Modification" user right to create and edit custom fields. The "Drop-down Choice Customization" right is recommended for creating lookup field options.

Creating Custom Fields

The process differs based on whether fields already exist:

New custom fields:

Navigate to the Custom content link, confirm field labels creation, and enter field names in the dialog box.

Existing custom fields:

Access the Custom content link, select the appropriate user group if applicable, and modify through Menu > Custom Page Settings > Customize Field Labels.

Custom Field Sharing

Enterprise customers with office hierarchies can enable parent offices to distribute custom fields to child offices. This requires:

1. Enabling the Custom Field Sharing license
2. Specifying modules for field sharing in office settings
3. Defining shared fields in a dedicated section within the Custom Fields dialog

Child office users will see these shared fields in a separate "Custom Field Sharing" section.

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