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Configuration: Custom Data Sets Part II: Configure Custom Fields
1. This tutorial will give an in depth look at the details of configuring Custom Fields, for custom data sets, within Fruncly CRM.
2. Starting at the Manage Custom Data Sets screen, click on the name of the data set from the table on the left, which you desire to configure.
3. This will cause the details of the data set to be configured to appear on the left side of the screen.
4. To add a new field to the data set click on the Add(plus) button in the Fields section and specify the name of the field.
5. The field’s Name will be the label that appears next to or above the field you are configuring, and should make it clear what data you desire to have entered into the field.
6. The Name can be a single word, description, or even a question.
7. Next you select the type of field you are creating from the Type drop down menu.
The Text field type is the default type and is the most basic field available, allowing you to enter a single line of text.
10. Similar to Text, is the Multiline Text field, which allows you to enter in more complex information such as descriptions.
11. The Number field type restricts all information entered to numerical characters and can be useful for recording quantities.
12. For those situations where you simple need to record a yes or no answer, the Yes or No field option is available.
13. Though Fundly CRM has its own functionality for recording contact phone numbers, the Phone field allows you to record phone number that may need stored with the contact.
14. Email, like Phone is useful for recording information normally within the functionality of Fundly CRM, but that may not be for communicating with the contact.
15. The URL field type allows you to record websites within a custom data set that may be important to your organization.
16. When you need to record date and time information concerning a contact, the Date, and Date & Time fields have been provided.
17. If you are going to be recording payments or other monetary data, the Currency field type allows you to specify the country code of the currency to be recorded.
18. The Picture field type allows you to upload an image to be saved with the custom data set.
19. If you need to be able to select from multiple predefined options the Dropdown and Radio Button options are available.
20. Should you desire to be able to make multiple selections from a preconfigured list use the Checkbox field type.
21. For the Dropdown, Radio Button and Checkbox field types configure options by adding them to the blank field under Options and click on the Add(button) for that section.
22. If you desire to remove an option simple click on the Delete(X) button next to the option you wish to remove.
23. To change the order in which the options appear, simple click and drag the option up or down in relations to the other options.
24. Renaming an option is as simple as changing the text for the option.
25. Lastly, the Matrix type allows you use create a table using the other available field types, and is particularly powerful in conjunction with the Transactional Data Set.
26. Once you have finished configuring the field type and possible options, you must decide if the field is a required field by selecting the ”Is Required?” checkbox.
27. Lastly, the Display on Contact Details checkbox will determine whether the field is visible from Contact Details screen or if it is only available for viewing from the Add/Edit Contact screen.
28. Once you have configured all the fields for your custom data set that you need, click on the Save button.
29. Cancel will discard any changes you have made to the data set.
30. To edit a field that has already been configured click on the Edit(Pencil) button to the right of the field’s name.
31. Clicking on the Delete(X) button will remove this field from the data set, and all existing records.
32. You can rearrange the order of fields by click on the field and dragging it up or down within the list.