Database Customizer
Have you ever wished you could have a CRM system that fits your business like a glove?
Onpipeline allows you to easily customize your CRM
Our Database Customizer empowers you to create your own custom fields. You can design your CRM database just the way you want.
Create custom fields, rename existing fields, and rearrange the layout of the database to better suit their business needs.
Your Business is Unique
We understand that your business evolves, and so should your CRM. With our app, you can easily rename existing fields. No need to adapt your business to your CRM – it’s time for your CRM to adapt to you.
Reimagine your Database
Our CRM Database Customizer lets you rearrange the layout of your database. Move things around to have the most important information right at your fingertips.
Tables
1. Contact Persons: Say you want to track additional information about your contacts, such as their preferred communication method or their role in the decision-making process. With our app, you can easily create custom fields like “Preferred Communication” or “Role.”
2. Organizations: Maybe you deal with organizations of various sizes and industries. You can add custom fields like “Industry Type” or “Number of Employees” to help you categorize and segment your organization data effectively.
3. Deals (Opportunities): Your deals may involve different stages or criteria for success. You can create custom fields like “Success Factors” to keep track of the specific details that matter most to your business.
Tips
When you decide to create a custom field, you’ll have the option to select the table where you want to use this field. And here’s something to keep in mind: you’ll also choose the field type.
It’s important to note that while you can always edit the field name whenever you need to, but from the GUI you won’t be able to switch the field type later on.
This means it’s essential to choose the right field type upfront, so it perfectly fits the kind of information you want to store.
Fields
While the “text” field is usually the right choice for entering data, there are various types you can choose from based on your needs.
Remember, the right field type depends on the kind of information you’re dealing with, so pick the one that suits your needs best.
Here’s a breakdown of the available options.
Types of Fields:
1. Text: This is a regular input field for general information.
2. Textarea: A larger text field for longer descriptions or notes.
3. Dropdown: It presents a menu with selectable options.
4. Checkbox: List of checkboxes for selecting multiple values.
5. Number: An input field designed for numbers.
6. Email: A field specifically for email addresses.
7. Phone: Use this field for entering phone numbers.
8. Date: Allows you to pick a date from a calendar.
9. Time: Lets you choose a specific time or hour.
10. Organization: Dropdown or search bar for your Organizations.
11. Person: Dropdown or search option for your Contact Persons.
12. User: Presents a dropdown or search tool for your Users.
Typically, CRMs that are designed for smaller businesses or have limited features may not provide the same degree of database customization. Always check the features and capabilities of a CRM before making a decision to ensure it meets your customization needs.
Try out the “CRM Database Customizer” today and experience the difference.
Try Onpipeline - Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Get startedOnpipeline™ is a cloud-based CRM software designed to manage customers and sales from anywhere.
Should you have any questions about features, pricing or anything else, please contact us
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