Custom Fields allow you and the people in your business to track all the really important information about your customers. We’ve seen some great use of this feature, but some people haven’t quite found it yet.
Here are some of the ways we are seeing Small Businesses use this feature to customize Customer Manager Online for their needs.
I talked to a pool service company who is using Custom Fields to track the last time they replaced a pool filter, how much chemicals the pool requires, and date their customer signed up for the service (among other things).
Another business (a shuttle service) is using Custom Fields to track preferences of their customers. In this case the business was tracking beverage of choice, frequent destinations and general method of payment (among others of course).
How have you customized Customer Manager Online and what information are you tracking that helps you better serve your customers and get you new business in the future? Let us know, and tell us how to improve the feature.
Here is a quick overview of how to get started using Custom Fields (check out the pictures if that helps).
1. Go to the Contact List and select “Manage Custom Info”
2. Now you can add and create your Custom Fields
a. Enter the text you wish everyone to see
b. Enter the type of information you want to capture (there are 4, Text, Numbers, Dates or a Check Box)
3. Go to a customer contact view, select Edit, then enter in the Customer Field information important for that customer.
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Why doesn’t the Calendar add an appointment feature include options for all day events and for repeat occurences of events/appointments?
It is coming soon Shaun. Our team is working on that right now.
Excellent site, keep up the good work
Hi Shaun,
The Calendar does have an option for all day events. Simply edit or create an appointment and look under the Time field. There will be a checkbox that says “All Day Event”. Check that box to make your appointment last all day.
With regards to recurring appointments, as John mentioned, our team is working on that feature.
Thanks for your continued interest!