How can I create a custom field?

What is a Custom Field?

A custom field is a field that you can add to Pipeliner CRM software in order to track and store additional data which you cannot find within the application by default. You can create following custom fields:

  • Drop down - a custom list of pre-defined set of values.
  • Radio Button - a custom list of pre-defined set of values.
  • Check Box - a custom option on which can Pipeliner user answers: yes (checked) or no (not checked).
  • Text - a free input text field (short or long text field).
  • Number - a free input number field (integer or float number).
  • Date - a free input date chooser (with or without the time).
  • Currency - a free input area for a currency.
  • Phone - a free input area for a phone number.
  • E-mail - a free input area for an e-mail address.

By tracking the data that matters the most to your business you can increase your sales.

How to create new custom field

You can create custom fields and add the to a form within Pipeliner Administration.

  1. Click on your Profile in the top right corner of Pipeliner window.
  2. Select Administration from drop down menu.
  3. Click on Fields & forms.
  4. Select Pipeliner Form you would like to customize i.e. Account, Contact, Lead or Opportunity.
  5. Click on the Edit Form button.
  6. Click on + Create New Field in the list of fields.
  7. Configure the field according to your preferences.
  8. You can add a Description that will be displayed in the form under "?" button, in which you can explain the type of data expected in specific field.
  9. Save.
  10. Close the form. Changes will be saved automatically.

Add Custom field to a Form

  1. Click on your Profile in the top right corner of Pipeliner window.
  2. Select Administration from drop down menu.
  3. Click on Fields & forms.
  4. Click on the corresponding Pipeliner Form you would like to customize i.e. Account, Contact, Lead or Opportunity.
  5. Click on the Edit Form button.
  6. Drag-and-drop custom field from the list of fields on the right side to the Form.

  7. Configure the Fields settings, e.g. Mark field as required.

  8. Close the form. It will be saved automatically.

Note: You must publish the changes! After publishing, all Pipeliner users need to synchronize in order to see the changes!

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