Concord CRM provides an awesome option that will allow you to customize the fields you need for Contacts, Companies, Deals and Products on a specific section (create, view).
Depends on your company industry, in most cases, you won't need all the fields provided by the application or you will need to apply for a different order, with this option, Concord CRM gives you the ability to adjust the fields depending on your workflow.
The application primary fields cannot be turned off or collapsed.
# Create Fields
The create fields section is related to the section where you create records, for example, when you navigate to create Contact, the fields shown on the form will be taken into account based on this config.
You can adjust only the visibility for the create fields, collapsing (hidden by default) fields on create is not available.
# View Fields
The view fields section is related when you are viewing or previewing the record profile if you don't need a specific field, you can turn it off so you have a more clear overview of the record profile when viewing.
The view fields are also supporting an option to "Collapse fields", this means that the field will be available on the record profile but will be hidden by default, then you can use the button "Show Collapsed Fields" to expand the form and view all record fields.
Use the dragging indicator icon on the right side to re-order fields as per your workflow.
# Resetting Fields
If for some reason you are not satisfied by your config, you can reset fields for a specific section by clicking on the Reset button, the fields, in this case, will be reset to the application default state.
Resetting the fields, does not reset/delete the custom fields nor delete any previously added options for the fields, the reset feature just reset the fields initial visibility and order.
# Edit Fields
For the custom fields you create, you can use the edit button on the right side to edit the field options, however, for some fields that contains options like Source, Lead Status, Industry etc... you can click on the right edit icon for the field you want to edit these options.
# Custom Fields
We know that all companies works differently and in some cases, the default fields that comes with Concord CRM may not be suitable for your company workflow and requirements.
For this reason, Concord CRM supports custom fields, the custom fields feature can be used to add fields in the forms like contact create, view etc, currently the resources that support custom fields are Contacts, Companies, Deals and Products.
To create new custom field follow the steps below.
- Navigate in Settings->Fields and select the resource you want to create custom field.
- Click on the top right + Add New button.
- Select field type, currently supported field types are:
- Boolean - Single checkbox field
CheckboxThis field is not sortable when shown on table.
MultiSelectThis field is not sortable when shown on table.
- Numeric - Field used to add formatted money value in your selected currency.
TextareaThis field cannot be applied in filters.
If you selected field that accept options like Checkbox, MultiSelect, Select, Radio, click on the + (plus) icon to add new option that you can use to select when viewing/creating recrod.
- Add Field Label, used to represent the field purpose.
- Add Field ID, internal field id, only alpha characters (a-z) and underscore (_) accepted.
- If you want the field to be required when filling a form, check the required option.
- Click Save.
After you create the field, the field will be available for create and view forms by default, if you don't need the field to be visible for example, when creating new record, you can mark it as not visible.
Product related custom fields cannot be used in calculations nor displayed in the billable products table.
# Show Custom Field On Table
The custom fields you will create for a resource, can be shown the resource table too.
- From the sidebar choose for example Contacts.
- Click on the right settings table button.
- Find the custom field you created before and you want to be shown on the table and select to be visible.
- Click Save.
The custom fields can be applied as filters on the resource table too.
# Special Fields
Concord CRM comes with predefined industries which will be suiltable for most requirements, however, if you need to create new or modify existing industries you can do this in this section.
The induestiries are used for the "Industry" field, to select an industry for the company so you can have an indicator in what industry this company belongs to.
By choosing industries for your companies you can use filters to segment your data and easily identify companies to work on and follow up with each segment with specific actions.
To create custom industry or edit existing, navigate to Settings->Fields->Companies and find the Industry field either in view or create fields and click on the right edit icon.
The sources are a predefined set of sources to indicate from where the record (e.q. company or contact) come, this is a very important feature to use because you will have a clear overview from what source you are most getting your potential clients and you can use the source later to give your focus to that specific source that performed well and get more potential clients.
By defining these sources and then using saved filters to segment your contacts, when you need to work on potential clients gathered from a specific source.
Concord CRM comes with a variety of predefined sources, which can be edited in Settings->Sources according to your requirements.
Currently, the source field is available for companies and contacts.
To create custom source or edit existing source, navigate to Settings->Fields->[Resource Name] and find the source field either in view or create fields and click on the right edit icon.
# Next Actitity Date
The next activity date field is available for contacts, companies and deals.
This field is read only and is automatically updated based on the record upcoming activities, indicates when the sale rep next action should be taken.