This feature allows you to create a Custom Field on a Stakeholder, Interaction, or Property record (note that you cannot add to a Task record type). Custom Fields are perfect for storing any additional information you may need, and this feature allows for several format options.
Image shows Custom Field pop-up window with the Record Type drop down expanded showing Stakeholder, Interaction, and Property as options.
Why would you use Custom Fields?
Custom Fields are perfect for tracking additional information you need to store on Stakeholders, Interactions or Properties. They are meant to help you understand your stakeholders and status of relationship with them better.
A Custom Field can contain any piece of text-based information you want to record - it allows you to add a field for input. Simply Stakeholders allows for four Custom Field options - Open Text, Dropdown List, Checkbox or Checkbox with Text.
For example, you may wish to add a First Point of contact field on a Stakeholder profile, or add Access Conditions to a Property. Custom Fields give you the ability to do this.
Creating Custom Fields
To go to Custom Fields, select Admin Settings - Tracking & Data Organisation - Custom Fields.
This will open up the Custom Fields Menu, where you can see and manage existing Custom Fields. To add a new Custom Field, select 'Add Field'.
Here you can build out your Custom Field with the following steps:
Enter a Field Name
Select the Record Type you want to add the Custom Field too
Select a Page Location for your Custom Field on the Record Type
Select a Field Type for your Custom Field. You can choose from Open Text, Dropdown List, Checkbox or Checkbox with Text
Hit save to add the Custom Field to the selected record type
Screenshot shows the create Custom Field pop-up window
Please note that you cannot create Custom Fields for the following locations as custom records are only available to show in the left side panel:
Stakeholder Record ineligible locations:
Timeline
Stakeholder Relationships
Files
Properties
Interactions
Stakeholder Network Map
Interaction Record ineligible locations:
Timeline
Interaction Annotation
Message Type
Files
Relationship Managers
Edit an existing Custom Field
Existing Custom Fields can be managed by selecting the three dots to the right of that Custom Field. Here, you can edit existing Custom Fields or delete.
To edit an existing custom field:
Navigate to the Admin Menu.
Select Tracking and then Custom Fields.
Locate the existing custom field (e.g., Tenant under Stakeholder).
Click on the Edit option.
Modify the field name
Adjust settings as needed (e.g., toggle Active or Cross Project).
Click outside the pop-up window to save changes
To confirm saves have been changed, look for a green tick next to the Custom Field Interface title.
Notes
Ensure you have administrator access before attempting to create or edit custom fields.
Be cautious when making fields mandatory, as this can affect record creation. If a field is mandatory, then you should also toggle on "Display on Add-page".
For more help
For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].