Custom fields are out now.. more freedom for your automation ideas!!
Now automations with AutoFox are step ahead!
Drag & Drop to configure, Collect Data. Automate it.
Play by configuring your own custom fields which will not only save the data but you can automate those :)
Create and implement as many custom fields as you wish to collect any information about a client/ lead you desire
In addition to the many data fields that are available for you to use, you can also create custom fields to store additional information. For example, you may want to add a Skype name or many more.
We have been suggested by many of our clients that the fields such as Processing Issue, Status, Folder and Process under the 'Account' section of client's dashboard are not enough to serve their purpose entirely, and thus they wanted if there was a way to add more fields dynamically as per requirement.
The objective of this was to gather additional data from Customers which in turn, could be used to design and schedule automations more precisely using these data!
We are very much glad to introduce the latest feature of the 'Clients Custom Fields' which serves the exact purpose of the need! With just drag and drop, you would easily add additional fields which will be shown under the 'Custom Fields' section of 'Account', customers dashboard.
User have plenty of options to add from different types of custom field such as Text Field, Text Area,
Checkbox, Select, Email, Phone Number, Select Boxes and Radio.
Why we need Custom Fields: One can add custom fields to capture important data specific to your business requirements by specifying some field-related information.
Further, you can make use of these custom fields to set up automation rules as well to simplify your support workflows.
Custom Fields Setup:
Please follow below simple steps:
1. Go to Settings > Client Custom Fields
2. From the new fields grid on the left, drag and drop the desired fields from the left to the right.
3. Name the field and define the Field Properties as required for the field.
4. Click 'Save'.
5. Now go to any Client dashboard > 'Account' section
6. You will see the 'Custom Fields' section created under which all the custom fields configured will be displayed. You can now save the data for these fields accordingly.
Note: You can edit any existing field by clicking on 'Configure' link text. Similarly you can change positions with the 'Move' option.
Define the Field Properties as required for the field
To mark a field as a required field check the 'Required' checbox.
Deleting Custom Field:
Also, when you delete any of these Custom Field it will be deleted Permanently, it cannot be undone and the data which is already stored with this field will be lost!
Custom Fields at Account Tab:
Design a Workflow by making the use of these custom fields to set up automation rules:
Note: If you turn ON toggle of 'Existing Records' to 'Yes' it will auto-calculate and display the count of existing records this automation will triggered to.