It's important to maintain your database of custom fields within Membrain, and ensure that they are named well for proper usage, kept up to date with current information, and old custom fields no longer in use are deleted or archived accordingly.
This is all done by an administrator by going to:
To make working with Process level custom fields easier, it is possible to sort or filter your custom field list and break them down into subcategories.
Use the quick filters at the top of the page to see custom fields for:
You can use Groups to change the layout of your Company and Contact pages, configuring them to suit the information you want to show on these pages.
In addition to creating groups for Company and Contact custom fields, Membrain allows you to add conditions to a Custom Field Group. This feature enhances the visibility control of these groups on Company and Contact pages.
For Company and Contact related custom fields, you can set conditions based on:
These conditions ensure that the Custom Field Group and all its fields will only be visible on the Company or Contact page if the specified conditions are met. Enhance your user experience by displaying relevant information as needed, without affecting other views like Previews or List views.
If you want to rearrange the positioning of the custom fields on your Company page or Contact page you can do so by dragging and dropping them to where you want them to be, using any groups you have created.
Keep the options available current and relevant in multi-select and single select lists by updating them, as required.
Perhaps you want to add, delete or archive options to a list, change the name or even customize the colors of the options. Follow these steps below to edit a current custom field.
To delete a Company or Contact Custom Field locate it in the list.
If a field is not in use in any prospect, sales or account growth process, you will see a small x icon on the right-hand side, indicating you can remove it.
Click on the x icon to choose between two options
If the field IS in use in a prospect, sales or account growth process, the x icon will be greyed out. You will need to remove it from all processes first, in order to be able to delete it as a custom field.
Single and Multi-Select Fields can be assigned specific colors. This can be helpful in Dashboards and Graphs where it's important that the colors of adjacent values are not too similar, especially for donut graphs or when segmenting column graphs. It can also make the list options more distinguishable in a list view or on a project page.
Note: If you opt to turn on “Show Color in Select Views” you will also see the colors represented in the different locations where the lists appear throughout Membrain, for example on a page of a Project, Company, or Contact and in all List views.
To learn more about the different types of Custom Fields available in Membrain, read the article Creating Custom Fields.
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