In one of our previous posts on Custom Fields, we had informed you on how you can add four different types of custom fields. After adding this feature, it has helped a lot of our customers to customize their CRM account according to their business requirement. However, we have been receiving requests to include a new type of custom field.

Recently we have added a new custom field – Text Area. This field will allow you to add multiple lines of text without having to worry about the viewability of the text. Be it your Quotation text or an extra product description, you can add the Text Area Custom Field to any module and personalize your CRM account to suit your needs.

How do you like this enhanced customization option with custom fields? Please feel free to drop in a line.

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How do I add Custom Fields?

The term Ready-made dates back to 15th century. When the concept was first launched, probably people would have been quite apprehensive about it. Later when they realized the amount of time and money it can save, ready-made became the way of life.

Specific needs and requirements keep evolving day-by-day and as every concept matures over time, every now and then people want some level of tailoring to the ready-made products so that it fits their requirements seamlessly.

When melssCRM was first launched it was a ready-made product with some level of customizability. Over these months we have received some feedback/feature requests from our customers and upon analyzing them, we decided that the best way to address these requests is by allowing them to tailor their requirements into melssCRM.

We have launched a new feature – Custom Fields. Custom Fields allow you to add new fields into the CRM. You can also decide whether they should be mandatory fields or not.

Primarily we allow four types of fields:

1. Text

2. Date

3. Number

4. List

For instance – our customers wanted to capture the costs associated with each activity; mainly the travel costs, so that they can calculate the total cost of support calls including the travel allowances.

By including costs associated with travel, they can better analyze three things:

1. The total cost of each support call.

2. Whether the customer is a profitable one or not (by summing up the total support cost against each customer and comparing it with total amount received from the customer minus the base cost).

3. Predict the cost of each support call (average of the support call cost).

This example would specifically apply to the support/service-oriented industry. However, if this example or a similar case applies to a different industry, we would like to hear from you.

If you want a step-by-step procedure on how to add custom fields into melssCRM, please click on the related links.

Related Links:

How do I add Custom Fields?