This feature allows you to create a Custom Field on a Stakeholder Profile, Interaction, or Property (note that you cannot add to a Task record type). Custom Field's 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 information you may wish - 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 a 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
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.
