Benutzerdefinierte Felder / Custom Fields erstellen

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In Samdock können über die Standardfelder bereits viele Informationen zu deinen Kontakten hinterlegt werden. Möchtest du zusätzlich dazu individuelle Informationen dokumentieren, kannst du dazu benutzerdefinierte Felder erstellen und verwenden.

So geht's:

1. Einstellungen für benutzerdefinierte Felder öffnen

Klicke hierfür auf das Zahnrad Symbol links unten im Menü und klicke auf "Benutzerdefinierte Felder"

mceclip0.png

 

2. Neues Benutzerdefiniertes Feld hinzufügen

Auf der Einstellungsseite findest du jetzt eine Übersicht deiner bereits erstellten Felder. Sobald du auf das Plussymbol oben rechts klickst, werden dir die möglichen Feldtypen angezeigt.

Du kannst Felder für Personen und Unternehmen getrennt voneinander anlegen. So ist es einfacher zu unterscheiden, welche Art von zusätzliche Feldern du bei einer Person sehen möchtest und welche bei einem Unternehmen.

Bildschirmfoto_2021-04-09_um_11.42.20.png

 

Mögliche Felder sind:

Texteingabe: Ein Freitextfeld, hier kannst du beliebigen Text reinschreiben

Einfachauswahl: Ein Dropdown Menü mit mehreren Auswahlmöglichkeiten, welche du vorher selbst definiert hast. Hier kann eine Auswahl getroffen werden. Der Vorteil gegenüber einem Texteingabe-Feld ist, dass es festgelegte Antworten gibt und du so später besser nach diesen Feldern filtern kannst.

Mehrfachauswahl: Identisch zu dem Feld Einfachauswahl, allerdings können hier mehrere Felder ausgewählt werden.

Währung: Hier kannst du ein Zahlenfeld in der Währung deines Kunden erstellen

 

3. Benutzerdefiniertes Feld zu einem Kontakt hinzufügen

Sobald du eigene Felder erstellt hast, kannst du diese wie jedes andere Feld in deinen Personen bzw. Unternehmenskontakten ausfüllen. Klicke dafür das Plussymbol auf der Kontaktseite (Bild 1) und füge das gewünschte Feld hinzu, indem du es ausfüllst (Bild 2)

 

Bild 1:

CF6.png

 

Bild 2:

CF7.png 

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