Custom fields enables you to collect data about your leads and customers in addition to the standard contact information like first name, last name, email…etc. Now you can capture information unique to your business!
*Note: there is currently a limit of 5 custom tabs in Nimble, but there are 200 fields available per tab.
How to Create Custom Fields
1. In Nimble, go to Settings >> Data Fields
Note: New custom fields cannot be added to the existing: "Contact Info" or "Other" tabs in your contact records.
(You may edit the existing Lead Type, Lead Source, and Lead Status tabs beneath the Contact Info tab in Settings >> Data Fields)
2. Select "+ New Tab" to create a new section to host your custom data fields.
3. Label your tab: This is the name for the tab that will host your data fields(i.e.. Marketing, Accounting, Sales).
Note: You may decide to display this tag in "All Contacts" "People" or "Companies".
4. Select Apply Changes after you have named your tab.
5. Add Data Fields to your Custom Tab:
Once the tab has been created, you may add your data fields. Click on + New Field. On the right, under "Field Settings", label your field and determine the field type. Once the field type has been chosen, it cannot be changed.
These are the following field types:
- Single-line text
- Multi-line text
- Selection box
- Separator (Used to separate sections of fields on your custom tab)
6. Adding Additional Fields: Repeat step 4 to create more fields (+ New Field) for the same tab.
Move your cursor over any field entry and "drag and drop" to re-arrange the order of the fields.
7. To create additional tabs for custom fields, repeat steps 3-5 to add new tabs and fields.
Once you have finished creating these custom tabs and fields, you may go to your contact records to see them.
Note: These custom tabs and fields will only appear under Contact Info subtab if there is data stored in them. If your fields are currently empty, you will only see them from the "Edit' view.
8. To populate information into a custom field, select Edit on a record, and fill in your data. You may also bulk-update custom fields via CSV import.
9. Here, you can see the tab(s) you created. Select one of them and enter data in the fields. Press Update.
10. Click on "Contact Info", and now your custom tabs and fields are displayed. Repeat steps 7-8 for the other tabs to show.
If you have any questions, please send us an email at email@example.com or join us for our Q&As Monday - Friday from 9AM - 9:30AM PT. Register here:http://www.nimble.com/company/webinars/