Custom fields extend Exacc's contact management capabilities beyond the standard contact information by allowing you to capture industry-specific data, track unique business requirements, and store additional information critical to your operations. Whether you need to record service levels, track contract renewal dates, or categorise contacts by industry sector, custom fields provide the flexibility to build a contact database tailored to your exact specifications.
This guide walks you through the complete process of creating custom fields including accessing the field management interface, creating new fields with appropriate data types, configuring validation rules and requirements, organising fields into logical sections, implementing the fields across your contact records, and leveraging custom field data in filtering and reporting.
By the end of this tutorial, you will be confident in designing and implementing a custom field structure that captures all the information your business needs whilst maintaining data quality through proper validation and field organisation. Let's get started!
Follow these steps to create and manage custom contact fields
Congratulations! You have successfully created and configured custom fields for your contact database. Your contact management system now captures the specific information your business needs beyond standard contact details. These custom fields enable better segmentation, more detailed reporting, and deeper insights into your customer and supplier relationships.
As you begin using these custom fields, monitor which fields provide the most value and which are underutilised. Regularly review and refine your custom field structure to ensure it continues to meet your evolving business requirements. Consider training your team on the importance of completing custom field data to maximise the value of this investment.
For further assistance with advanced custom field configurations, calculated fields, field dependencies, or other Exacc features, please explore our comprehensive Help Centre or contact the Exacc Support Team.