Custom fields for projects and contacts: new enhancements
Last month, we announced that you can add custom fields for your projects and contacts, and we’ve recently added some enhancements to this feature.
- New field types: link and number
In addition to text and date, you can now create link and number custom fields. Use these field types to gather key website information, phone numbers, and more. You can find these fields in your Company Preferences.
- Custom contact fields available in smart fields
Your smart fields list now includes any contact custom fields you create. Gather or manually enter these contact details; then add a smart field to your contracts, text blocks, and emails so the information effortlessly populates. You can sent up the custom contact fields in your Company preferences. The details will show in each of your client’s workspaces.
- Add custom contact and project fields in linked questions
Now, you can pull contact custom fields into linked questions in your smart files and lead forms–which means you can collect these custom details, then have client-specific information appear in your contracts, text blocks, and emails.
Project fields will show in a project’s Details.
Contact fields will show in a client’s workspace.
