👉 Your role determines what you can do
The next steps differ slightly depending on your role in Spotler CRM.
- If you are an administrator: you can create and edit Custom fields and Dropdown lists. You can follow every step.
- If you are not an administrator: you can view how your organisation stores and structures customer data, but you can't add or edit. If you want to, contact a colleague with administrator rights.
The table below details the possible Field Types available in CRM Custom Fields:
| Field type | Maximum size | Driven by Look up table | Comments |
|---|---|---|---|
| multi-line | 100 | Yes | Allows multiple values from a Look Up table to be selected. Stored and shown as multiple values separated by semi colons. |
| Checkbox | n/a | No | Shows as a tick box |
| Date | n/a | Yes | |
| 50 | Yes | Will be hyperlinked for mailing when displayed | |
| Number | n/a | Yes | Will be totalled in Listing reports |
| Currency | n/a | Yes | Shown with a currency symbol. Will be totalled in Listing reports |
| Memo | Unlimited | Yes | Shown as a large box on forms |
| Percent | n/a | Yes | Can be entered with a trailing % |
| Text | 100 characters | Yes | |
| Textarea | 10.000 characters | Yes | Shown as a small box on forms |
| URL | 100 | Yes | Will be hyperlinked for browsing when displayed |