Organization Custom Fields

Organization Custom Fields

Introduction

When editing an organization you have the option to use 10 separate custom fields.

OrgCustomFields.png

Getting Started

There are some configurations available that allow you to change the labels of the organization custom fields in the Customer Relationship Manager section.
Navigate to Settings > Setup > Configuration and do a search for "label for crm". This will bring up all the custom labels you can change for the CRM organization custom fields.

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You can also configure the option to show the CRM custom fields in the order confirmation locations and email operators. Search for "show CRM custom fields" to enable these options.

ShowCRMCustomField.png
 
 
Enabling Custom Fields via the Theme Builder
To display the custom fields on the cart side you must enable them through the Theme Builder. Navigate to Settings > Setup > Theme Builder. Choose your theme to edit. The Custom Fields Product List and Custom Fields Product Details are where you need to enable these fields so that they are displayed in the Cart Search and Details section.

CustomFields.png

Custom Fields in Emails

When sending emails that are product based you can add the organization custom fields into your emails. There are individual operators for these fields in email types that resolve to a single product (product reminders, triggered product purchased, order participant confirmations, etc.) For example when creating a Product Reminder email you can insert the custom CRM fields into the body of your email.
 
CRMCustomFields.png

Custom Fields in Reports

The CRM custom fields 1-10 have been added to the Organization Data Set for reports.
OrgDataCustomFields.png
06/2019

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