Default Available Fields
In Simplicate, several fields are available by default. These fields cannot be modified or deleted. Default available fields refer, for example, to the fields in CRM as shown in the image below.
In addition to the default available fields, we offer the possibility to add 'custom fields'. This way, you can record all the information that is relevant to your organization.
Setting Up Custom Fields
Go to Settings > General > Custom Fields.
Here, you’ll see an overview of all custom fields. If you want to create a new custom field, click the green button + Add at the top right of the screen. Once you’ve clicked this, you’ll see the following:
We recognize different types of custom fields:
Text Field
A standard empty input field where you can enter free text.Numeric Field
An input field where you can enter numbers only.Notes Field
A large input field where you can write notes.Currency
An input field where you can enter amounts (€) only.Yes/No
A checkbox field used when a choice needs to be made. Often used for multiple-choice options by placing several 'yes/no' fields below one another.Choice selection
Here you can create multiple choice options. Note: only one option can be selected at a time—it’s not a multiple-choice (AND), but an either/or option.Radio Buttons
Here you can create multiple choice values. Note: only one option can be selected at a time—it’s not a multiple-choice (AND), but an either/or option. The only difference from 'Dropdown Selection' is the display format.Relation to a Person
A field that will by default show all people stored in Simplicate.Relation to a Company
A field that will by default show all companies stored in Simplicate.Relation to a Sales
A field that will by default show all sales trajectories stored in Simplicate.Relation to an Employee
A field that will by default show all employees stored in Simplicate.Relation to a Project
A field that will by default show all projects stored in Simplicate.Date Field
A field where you can enter a date.Web Address
A field where you can enter a web address. When using this field, you can click on the web icon to be directed to the specified website.
Creating or Modifying a Custom Field
Once you’ve made a selection, you can start setting up the custom field. You have the following options:
Field Name
Enter the name of this specific custom field. In the example above, this is 'Source'.Module
Indicate which module the custom field should be available in—CRM (companies or people), HRM (employee), Sales, or Projects.Field Group
This option determines the group name of the field. In this example, a field group called 'Lead Data' is created. All custom fields linked to this group will automatically appear under this header.If no field group is selected or created, the field will be created under the group name 'Custom Fields'. In the image below, the field group is 'Lead Data'.
Type
Shows the type of field you previously selected.Mandatory
If this field must always be filled out (so users don’t forget to capture the information), you can check this option.Searchable
By checking this, the information in the field becomes searchable in the search field within the selected module. This allows for more targeted searching.Filterable
By checking this, a filter will appear on the right-hand side of the selected module so you can easily filter by your custom field.Bulk Edit
By checking this, it will be possible to edit the field’s content in multiple places at once.Add Select options
Add the values here that may be selected in this custom field.
Custom Project Fields Extend to the Invoices Module
Custom fields that are made available in the Projects module and marked as 'filterable' will also appear as filter options in the Invoices module under the 'to be invoiced' tab. These fields are also 'searchable' if this was set when creating the custom field.
This allows you to easily select projects that meet certain criteria for invoicing.
Example: you create a custom field to record a project's duration (fixed-term or indefinite) and make this available in the 'Projects' module. You can then use filter options in the Invoices module to easily select all 'to be invoiced' projects with an indefinite duration.
Bulk Editing Custom Fields
It is possible to modify the contents of custom fields for multiple records at once. This is only possible if "Bulk Edit" was checked when the field was created.
To do this, select all records you want to update and then click: "Change".
Changing the Order
Do you want to change the order of the values (within a custom field)? You can do this by clicking the eight grey dots in front of the values and dragging them up or down.
If you want to change the order of field groups or the order of fields within the field groups, go to Settings > General > Custom Fields > “Group” tab.
Here you can change the order of the groups, and by opening the groups, you can also change the order of the fields within them. You do this by clicking the grey arrows next to the groups or fields.
Multiselect Function
Do you want to be able to check off multiple fields at the same time? Then make use of the yes/no field (multiple times).
Importing Custom Fields
Want to include custom fields when importing all your relations? That’s possible!
When importing all your relations, you can indicate which custom fields apply or do not apply. Make sure that before importing, you have created all desired custom fields in Simplicate, so you can include them in your Excel file that serves as the basis for the import.