Create custom fields with Simple Custom

Simple Custom allows you to add custom fields in:

Company
Contact
Project
Interaction
Product


These fields can be of type:

Text
Digit
Date
Simple choice drop-down menu
Multiple choice scrolling menu

You can, of course, make queries on these fields.

Create fields

The first step, in case you want to propose a drop-down menu, you will need to store the contents of the menu(s).

Imagine that you want to specify the sector of activity of a company.

You have to go:
Administration space
Select the "List management" tab
Enter the name of the list
Click on Save
A new "List Items" button appears: click on it
Enter the items in the list and save
Once this step is completed, return to the administration area and select the "Custom fields" tab, then select the entity where you want to create fields:

Then all you have to do is:
Name your custom field
Choose your type (Text, Numeric or Date)
To link it or not to a drop-down menu list
Click on the "Save" button at the bottom of the page

If you wish to change the order of the fields, simply point your mouse at the Reference of the field, click, then drag and drop.

Perform a search on custom fields
Go to Search
Click on Advanced Search

Switch to Expert Mode
Then at the bottom of the window perform the search on the desired Simple Customs fields