Custom Fields | Voters | D-Tools Cloud

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Custom Fields

under review

Nick - D-Tools Cloud PM

Add custom fields for opportunities, accounts, and contacts.

Comment below the custom fields you would like to see, if it is something common across many, we can add as a standard field

September 10, 2018

Tyler Anderson

this is huge and needs to be completed!

Nick - D-Tools Cloud PM

marked this post as

under review

We added a Lead Source field for this release. Custom Fields is a much heavier technical lift that we will have to review and see what it takes to add. Please let us know other fields in the mean time that would benefit you as its easier to add standard fields across all accounts

Nick - D-Tools Cloud PM

marked this post as

planned

We are looking to expand our fields on an account and opportunity. So far the big ones are Lead Source, Referral. And we are looking to add dates and metrics around when it was created, total sales, and age of account. Would love to hear any other ideas as we think about adding some more fields

Shenelle

A Lead Source custom field would be helpful. Allowing users to track where the opportunity came from. Ex: Local ad or word of mouth

Erik Hanson

Yes - Need to be able to note service contract dates, purchase contract type, system type, etc. - thank you.

Erik Hanson

Customer Type / Industry / Customer Size / # of Locations / Access & Passcode Info / Network Details / Customer Since date / etc. - something we/your users could define specific fields for our specific companies and customers. Thank you Nick.

Nick - D-Tools Cloud PM

Thanks @Erik Hanson: ! We have noted these.

Shenelle

@Nick - D-Tools Cloud PM: Customers would also like the ability to add custom fields to a product