Custom Fields for Clients
complete
Geoff Mina
complete
This feature is now live and in production! Custom fields on Clients, Contacts, Projects, Opportunities, and Tasks!
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Elise
Geoff Mina: yay!
Coen van der Kolk
Geoff Mina: Thank you for this great addition!
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Caleb Peacock
Geoff Mina: Thank you for the hard work and continuous updates ☺️
Diego Souza Mello
Geoff Mina: This is great!
Seb Apostol
Geoff Mina: hi guys, great job with the integration is there anyway that you can add those custom fields into the search field, so that we can choose to search by one of those fields instead?
Geoff Mina
Seb Apostol: done - you can just type it into the search bar - you don't need to select anything special. That dropdown you have there is the "sort" dropdown. It's deploying now - just refresh in about 10 minutes and you will see it.
Seb Apostol
Geoff Mina: amazing works a treat! Thank you
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Susan Russell
Geoff Mina: You're amazing <3
Geoff Mina
in progress
Sherri-Lee Mathers
Geoff Mina: Can you have the custom fields show down the left side bar so we see them all. ie) I want to put a client accountant name etc.
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Lee Busch
Now imagine if unique client types were combined with customized Pipelines. So Client type A gets Pipeline A, Client type B gets Pipeline B, etc.
Geoff Mina
Merged in a post:
Custom fields for Projects
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Dragos
We have custom fields in project settings right now but that applies to tasks not to projects. Would be nice to have custom fields for projects themselves as well. That way, we could specify project type for instance, and in light of the upcoming enhanced team management, assign team members only to a certain project type. That's just one use case.
Dane Zahorsky
Geoff Mina are you planning on these being mappable to forms?
Geoff Mina
Dane Zahorsky: yup.
Dane Zahorsky
Geoff Mina: You're my fu%$ing hero
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Susan Russell
Dane Zahorsky: He really is, right?!
Geoff Mina
Merged in a post:
Link / URL custom field type for project tasks
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Louis
Ability to create a link / url custom field for projects so you can paste in links to google docs, preview pages, pdfs, dropbox etc and be able to click on them to view instead of manually copying and pasting each time.
Geoff Mina
planned
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Rowan
Geoff Mina: Any time scale for this?
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Neil Gowans
Geoff Mina: brilliant news - thanks
Geoff Mina
Rowan: Nope. Once it moves into In Progress we will have timeline.
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Rowan
Was going to subscribe to Moxie but this not being available for clients and on subscriptions literally gives it no up from just using stripe for everything.
Back to the drawing board I guess.
Rhodesia Jackson
I would be great to be able to assign custom portal pages based on custom fields as well.
Ex. All clients with "Website" in the Project Type custom field would get portal page A
Geoff Mina
Merged in a post:
Create custom fields for contacts and companies
Oliver Martin
We are lacking the ability to record custom data that is useful to save.
When this feature is live I would like custom fields to be different types, such as:
Dropdowns
Radio buttons
Single line text
Multi-Line text
Images
Checkboxes
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