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Advanced Training: Admin

Layout Editor - Custom Fields

The custom field types are directly linked to the MySQL database technology that powers InsideSales.com. The field types usually straightforward, representing type of data they house.

Pay particular attention, however, to the custom number fields, integer and real number.

In alphabetical order the fields are:

  • Address – Standard address input field. Includes all 6 entry lines (Address 1, 2, City, State, Zip, Country). One limitation of custom address fields is that it is impossible to import data directly to them from an outside source, such as a spreadsheet. Thus, if you need to import data for two or three separate addresses it is best to create them as individual text fields, rather than as a custom address field.
  • Calculated Field – A calculated field takes numeric values from other fields and performs a simple mathematical calculation to produce a separate result. While very flexible in terms of the data and type of calculations they can perform, calculated fields are very limited in other regards. First, they do not actually store data into a table, meaning that as soon as you leave a page, the calculation is removed. Second, because they do not actually store a value in the database tables, they cannot be searched on or reported in any fashion. This being the case, they are typically only used to run a calculation, at which point the user re-inputs the calculated value into a separate database field.
  • Checkbox – A simple check box field (in the database represented as a 1 or 0; 1 = checked, 0 = unchecked).
  • Custom Contact Field – A contact field is an interesting field, in that it is NOT a general data input field (meaning you can’t put just any data you want into it). A custom contact field is actually a reverse lookup field, similar to the Owner field. When you type in text into a reverse lookup field, it actually begins going into the database and starts searching for relevant matches. In this case, a custom contact field is looking for the record type of Contact. Thus, when you type in the name of a person into a custom it begins to populate the reverse lookup field with potential matches. Once you find the most relevant match, click on it and it will automatically fill in the remaining data.
  • Credit Card – As stated, this houses credit card data in a standard credit card format. Custom credit card fields can also be used to run purchases or merchant transactions when integrated through the InsideSales.com™ company settings to an Authorize.net™ merchant account.
  • Currency – Currency fields house data revolving around money, expressed in dollars and cents.
  • Custom Field Monitor – A custom field monitor does not provide the ability to input any data directly, by design it “monitors” another custom field for changes, and then stores the date and time of when the last time the specified custom field was updated.
  • Date Field / Date and Time Field – Two separate fields, both of which store a particular date or date and time in a record for future retrieval. Generally used to track when certain actions take place.
  • Description – Description fields store large volumes of plain text data, normally used for taking detailed notes or other critical information that requires lengthy text entry.
  • Drop-Down Single-Select – Single-select dropdowns contain selectable options, but only one option can be selected at a time.
  • Multi-Select Drop-Down – Multi-select dropdowns can have more than one option selected simultaneously. Hold down the "Ctrl" key on your keyboard as you select multiple items with your mouse.
  • Advanced Multi-Select – The advanced multi-select field is another way of viewing a multi-select dropdown field. Instead of having to use a CTRL-select or SHIFT-select option to highlight multiple entries in a dropdown, an advanced multi-select allows users to simply click on the items they want to select, and then send them to the active selection table.
  • Email Field – For inputting email addresses. When present, all email fields have the small, yellow envelope icon for selecting email templates to send to a particular email address. Be aware, however, that for all mass email activities, InsideSales.com™ uses the default email field for each lead or contact.
  • iFrame – An iFrame field is identical to an iFrame panel in any other Web browser or Web based appolication. iFrames are special panels, or fields, that are directly linked to an outside Web site URL. This allows users to have access to an entirely different Web site page, even while logged in and viewing a data record within InsideSales.com™.
  • Image Field – All InsideSales.com™ systems include a Files tab, which is a central storage vault for documents, digital media, and other files that are not directly part of the database. An image field provides a link within a layout group to upload an image directly to the Files tab, and then have that image displayed directly on the layout screen.
  • Integer – An integer field houses any number that is a whole number, meaning that there are no fractions or decimals. An integer field is identical to a standard number field, the only difference is that an integer field does not use commas for formatting, whereas a number field does.
  • JavaScript – InsideSales.com™’s JavaScript fields are one of the most interesting aspects of the layout group system. Because InsideSales.com uses Web-based architectures, nearly any Web-based script function can be coded and then inserted into the layout, making it immediately available to the users. It is difficult to describe all of the scenarios in which a JavaScript might be employed, because the possibilities are nearly limitless, but here are a few examples:
  1. A custom JavaScript button is created to automatically go out to a credit rating Web site, search for the name and social security number of a lead record, and then return the credit score into a separate custom text field.
  2. A real estate agent creates a custom JavaScript button to go out to the local MLS listings to retrieve information about the home a potential client is buying or selling.
  3. A warehouse manager creates a JavaScript button that automatically pops up a new Web browser and logs him in to his company’s online inventory tracking system.
  • Link – A custom link field is a place to input a Web site address, which creates a hyperlink to that site. To be a valid link, the field must use the full Web site URL, i.e., http://www.mywebsite.com, not just www.mywebsite.com.
  • Number (Integer formatted with commas) – As mentioned in the Integer field description, a number field is identical to an integer field, in that the data must be entered as a whole number without fractions or decimals. The difference is that a number field uses commas to format numbers one thousand (1,000) or higher.
  • Phone – Self-explanatory. Houses a phone number. If your system is equipped with PowerDialer licenses you will also see a "Call Now" link enabling you to place a call directly from that record in the CRM.
  • Real number – A Real # field houses a number that is expressed as a decimal fraction, for example, .0455, or 7.8.
  • Text – The most common, basic type of custom field. Text fields are manual text input fields. Any type of text (numbers or letters) can be input, up to 100 characters in length.
  • Timer – A timer field creates a “stopwatch” clock field, which can be started or stopped by the user. Timer fields are generally used to track the length of certain processes, particularly for specific sales or customer support activities.

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