Custom Fields | Voters | D-Tools Cloud

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

James Riley

Fields for other trades on the project such as GC, electrician, architect, etc.

Christopher Delgado

Can we get the ability to modify and use a custom Customer Type that will push into QBD when Cloud creates the estimate?

Sean Hawley

Fields for other trades on the project such as GC, electrician, architect, etc. Additional info such as logins for streaming services and account numbers for services. Color selections for shades, wall plates, paintable grills, etc.

Peter Cook

Router Location, ISP Provider, Head End Location, Gate Code, Wifi SSID Info, etc...

Derick Downey

I build the proposals for my company, but I do not place the orders. In order to clarify EXACT product for my purchasing agent, I would love an "Internal Notes" section where I can post the URL for the exact product -- such as https://www.allnetdistributing.com/ProductList/ProductSKU/ProductID/78350. However I do not want this information visible by the clients.

Nick - D-Tools Cloud PM

Merged in a post:

Additional information fields on a project

Johann Stroh

We would like to save info like gate codes, wifi information etc to the project, so all technicians know the info

May 3, 2021

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

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