Custom Fields

What's in this video: How to add custom fields and inventory custom fields in Callers IQ.

• The difference — custom fields apply to the contacts page (people/deals), while inventory custom fields apply to the inventory tab (units like boats)
• Adding contact/deal fields — go to Custom Fields, choose Contacts, Products, or Deals, add a field (e.g., "currently owns"), and save; it then appears on the customer's profile
• Using them — click-to-drag fields where you want on the contact record, fill in values, and save; field types include text and radio selects (e.g., trade-in yes/no)
• Inventory custom fields — open a unit, go to Inventory Custom Fields, and add fields like "boat location" using single-line text or dropdown selects (e.g., California, Texas, Ohio, New York)
• New inventory types — create entirely new categories (e.g., ATVs) and give them their own fields like make, model, year, and condition, then rearrange as needed

Creator: Omeed - Senior Account Rep