simply CRM offers a set of default fields. Fields and Layout Editor feature enables you to create custom fields, rearrange fields, edit field properties, and move fields inside and across blocks. The fields you create are accessed by all users across your Simply CRM account, unless you’ve defined permissions through Profiles.
You can navigate to Edit Fields and Layout Editor in two different ways.
Through settings
- Click
gear icon in the top right corner
- Click CRM Settings
- Click ‘Studio’ drop-down in the left
- Click Edit Fields. You can click on
pin icon next to it to add a shortcut to your settings home page
- Select a module from the drop-down in top-right
Through corresponding module
- Click desired module Eg: Leads
- Click on desired record in the selected module
- Click wrench icon in the top right corner
- Click Edit Fields
Contents |
Getting Started
We’ve discussed different methods of reaching to Edit Fields and Layout Editor. If you reach Fields and Layout Editor through Settings page, you’ll need to select desired module from the drop-down; As a result, all the fields in that module will be displayed. This will help you to perform different operations on those fields. On the other hand, however, if you’d reach Edit Fields and Layout Editor by clicking on Edit Fields in a selected module, you can ignore this step.
Follow few simple steps to select a module
- Click gear icon in the top right corner
- Click CRM Settings
- Click ‘Studio’ drop-down in the left
- Click Edit Fields. You can click on pin icon next to it to add a shortcut to your settings home page
- Select a module from the drop-down in top-right
Adding Custom Fields
This feature enables you to add custom fields in addition to default fields offered by Simply CRM.
Follow few simple steps to add custom fields in selected module
- Click Add Custom Field button in the top right
- 2. Select desired data type from the Select Field Type drop-down. Provide field name in Label Name field, and specify field length in Length field
- 3. To update changes, click Save
Custom Fields Table
Simply CRM offers a wide variety of choices in creating custom fields to accord your business requirements. The following table gives complete information of custom Fields that are supported in Simply CRM.
| Field Type | Description | Fields Information |
|---|---|---|
| Text | To add text |
|
| Decimal | To add decimals |
|
| Integer | To add integers |
|
| Percent | To add percentage |
|
| Currency | To add currency values |
|
| To add email address |
|
|
| Phone | To add Phone number |
|
| Pick List | To add drop-down fields |
|
| URL | To add website address |
|
| Check-Box | Enable check-box for true. Disable for false |
|
| Text Area | To add long text |
|
| Multi-Select Combo Box | Add picklist field to select multiple values |
|
| Skype | To add skype id |
|
| Time | To add time |
|
Creating Custom Block
This feature enables you to create new blocks in addition to default blocks offered by Simply CRM. You can also
Follow few simple steps to create a new custom block
- Click Add Custom Block
- 2. It brings up a pop-up. Provide label in Block Name and select a block from Add After drop-down to place your next to selected block.
- 3. Click Save to update changes
Rearranging Fields
Simply CRM gives you the flexibility to rearrange the arrangement of the fields according to your business requirements. Click on desired field and drag it on to any selected location in and across blocks.
Follow few simple steps to reorganize fields
- In Fields and Layout Editor of selected module, click on desired field
- Drag the field to desired location.(You can move fields in all possible directions: left, right, up, and down)
- After rearranging fields, click Save Field Sequence button in the top-right
Editing Field Properties
This feature helps you to configure basic preferences of fields in Simply CRM. You can also enable/disable fields across Modules, Quick Create, Summary View and Mass Edit.
Follow few simple steps to edit field properties
- Click pencil icon next to your desired field
- 2. It brings up a pop-up that has set of options that can be configured on selected module
| Field Property | Functionality |
|---|---|
| Mandatory field | To make the field mandatory for the Users to fill in |
| Active | To enable or hide the field for all users |
| Quick Create | To make the field available in Quick Create popup |
| Summary View | To display the field in summary view of the record |
| Mass Edit | To make the field available during mass edit |
| Default Value | To set default value for the field |
- 3. After modifying field properties, click Save
Note!
Some Checkboxes are disabled in some fields because their properties cannot be edited (which otherwise can lead to inconsistency in the CRM)
Deleting Fields
If custom fields created by you do not meet your requirements, you can delete them permanently. Deleting custom fields will also delete data associated with it. In contrary to delete option, you can also hide specific field, so that it is not used by other users.
Follow few simple steps to delete custom fields
- Hover your mouse pointer to the right of your custom field
- Click on Trash Icon
In the alert message click Yes
Notes!
You can only delete custom fields. Default fields can’t be deleted
Hiding Fields
This feature enables you to hide fields, so that they are not used by users in Simply CRM. This has an advantage over delete field option because hiding fields will not delete data associated with it and hidden fields can be restored when required.
Follow few simple steps to hide fields
- Click pencil icon next to your desired field
- 2. It brings up a pop-up that has set of options that can be configured on selected module
- 3. Uncheck the Active checkbox to hide specific field
- 4. Click Save to update changes
Notes!
You can hide both custom and default fields
Arranging Related Tabs
Related tabs are the modules that are directly or indirectly related to parent module. The idea is to organize data and project information at one place and reduce clicks. You can view related tabs of a parent module in detail view of selected record in any module.
This feature enables you to configure related tabs list according to your requirements. You can either rearrange the tabs or disable them.
Follow few simple steps to configure related tabs
- Click Arrange Related Tabs tab in Fields and Layout Editor
- 2. To rearrange related tabs, click on desired module and drag it to selected location among other modules
- 3. To remove related tab, click Close icon to the right of any module
- 4. Select modules from Select Module To Add field to add them back to list
- 5. Click Save to update changes
Making Fields Mandatory/Non-mandatory
Mandatory fields are fields that you should fill in. You cannot create or import records without filling or mapping mandatory fields. You have complete power over fields across modules in Simply CRM. You can make desired fields mandatory or non-mandatory according to your requirements.
Here’s how to make desired fields mandatory
- Click gear icon in the top right corner
- Click CRM Settings
- Click ‘Studio’ drop-down in the left
- Click Edit Fields. You can click on pin icon next to it to add a shortcut to your settings home page
- Select a module from the drop-down in top-right
- 6. Hover your mouse pointer over desired field and click on pencil icon next to it. Say Mobile Phone field in Leads module
- 7. Now enable the Mandatory Field checkbox to make it mandatory
- 8. Click Save
- 9. To make any field NON-MANDATORY, follow same procedure up to #6. In step #7, disable the checkbox Mandatory Field to make it non-mandatory
Notes!
You cannot make few fields non-mandatory. Eg: Last Name in Contacts module. These fields are made mandatory to establish relation between modules in simply CRM