By default, NeetoCRM has system fields for various entities to help you manage your data. When you need to track something specific to your organization, you can add a custom field.
Custom fields can be organized into groups. Grouping related fields keeps a record's details page organized into collapsible sections instead of one long list.
Go to Admin panel -> Custom fields and groups to manage custom fields and groups for leads, deals, companies, contacts, or products. Each tab shows how many fields exist for that entity.
Adding a custom field
Click on the Add new field button.
Enter a Field name and select a Field type.
(optional) Assign it to a Field group. Pick an existing group, or type a new name to create one on the fly.
Under Access type, keep Everyone, or choose Restricted and pick the Restricted roles that should not see this field.
Enable Show at creation if you want this field to appear on the entity's creation form.
Enable Is Required if the field must always be filled in. For lead and deal fields, you can then pick the pipeline stages where it becomes required under Required on stages.
Click on Save changes.
The field appears within its group, or under Ungrouped in the admin panel.
Linking another record with a lookup field
A lookup field holds a link to another record in NeetoCRM, such as the contact who referred a deal or the product a lead is interested in.
Click on the Add new field button.
Enter a Field name and set Field type to Lookup.
In the Lookup dropdown that appears, choose the type of record the field will hold: a company, contact, deal, lead, or product. This choice cannot be changed after the field is saved.
Click on Save changes.
Wherever the field appears, on the creation form, on the details page, or in the bulk update pane, it is a dropdown that searches records of the chosen type by name. Pick a record to save it. On the details page, click the field to change the linked record; a pencil icon appears when you hover over it.
The saved value is shown as a link that opens the linked record. If that record is deleted, the lookup field on every record that pointed to it is cleared. Lookup fields are not available when mapping columns in an import.
Creating a field group
Groups let you cluster related fields together. For example, you could group a company's compliance fields, like Tax ID and Registration number, under a single Compliance group.
Click on the Add new group button.
Enter a Group name.
Click on Save changes.
The new group becomes available the next time you add a field to that module. Renaming a group later does not move or change the fields inside it.
Managing fields within a group
On the Custom fields and groups page, click the > (chevron) icon to expand a group.
Use the three-dot menu on a group to rename it, add a field directly to it, reorder its fields, or delete it. Use the three-dot menu on a field to edit it, change visibility, or delete it.
Hiding a field from some roles
Every custom field is visible to everyone by default. When a field holds something only part of the team should see, such as a margin or a commission, you can hide it from the roles that do not need it. People in those roles do not see the field or its values on record pages, in lists, in filters and sorting, in bulk updates, or when mapping an import. The Admin role always sees every field.
Open the three-dot menu on the field and click on Change visibility.
Under Access type, choose Restricted.
Under Restricted roles, select the roles that should not see the field.
Click on Save changes.
The Visibility column on the fields page shows Everyone, or how many roles the field is hidden from. To show the field to everyone again, open Change visibility and choose Everyone as the access type.
A hidden field that is also required can stop people in the restricted roles from completing actions that need it, so keep required fields visible to the roles that fill them in.
Reordering groups and fields
If you have more than one group, click on Reorder groups in the toolbar. Drag a group to its new position and click on Save changes. Groups always appear in this order on the entity's details page, with ungrouped fields shown last.
To reorder the fields inside a single group, open that group's three-dot menu and select Reorder Fields. This option only appears when the group has more than one field.
Viewing grouped fields on a record
On a lead, deal, company, contact, or product, each group appears as a collapsible section under the record's details. The section heading shows how many of its fields are filled, for example 2/3. Fields that do not belong to a group appear in a section called Others, after the groups.
Click a section heading to expand or collapse it. NeetoCRM remembers which sections you left open for each record type, so the next deal you open shows the same sections expanded. The groups on the Custom fields and groups page remember their expanded state in the same way.
Deleting a field or group
Deleting a field is permanent. If the field already holds values on any records, NeetoCRM shows how many records will lose that value before you confirm.
Deleting a group does not delete its fields. Its fields move to Ungrouped instead, and no field or field value is lost.
Searching for fields and groups
Use the search box on the Custom fields and groups page to filter by field name. Only matching fields, and the groups they belong to, are shown.