Solve360 Discussion Forums

Data Forms

Jun 04, 2010 02:05pm Labormetrix Apprentice 9 posts	I have been working with customizing the form fields for contacts and companies. A As imagine they are from most, these records are a mixture of customers, partners, vendors, etc. and it would be great to allow custom form fields to be assigned accordingly. I would love the ability to either - 1. add tag-specific form fields. or 2. add a template of form fields to the activity stream in contact, company or project blog. I’ve seen similar features with other small business CRM’s, but they don’t have the breadth of functionality offered by S360. Thanks!

Jun 04, 2010 03:36pm bdesilva Lyncean 261 posts	I reviewed a very nice CRM called Batchblue a while back that had something they called supertags http://www.batchblue.com/product-info.html#3. I believe this is what you are asking for and it’s a brilliant request! Most of us have customers, talent, vendors, partners, etc. As a clarifying example I have a large multi-choice custom field which allows one to tick off all the skills an employee has. I’d MUCH rather this huge field not even show up if this is not a record tagged as ‘Talent’ Add my vote.

Jun 04, 2010 04:14pm Labormetrix Apprentice 9 posts	Exactly…

Jul 13, 2010 03:53pm Shana New Member 5 posts	This is a function we desperately need. Why is it only possible to create one type of project blog when there are so many types of projects that we work on? Is this an update that is in the Solve360 pipeline, because it is critical to whether we decide to use the software.

Jul 13, 2010 07:56pm sloughwi Lyncean 160 posts	I agree it would be nice but this is probably not trivial to implement.

Jan 17, 2011 10:07am Engineering SpecialOps Administrator 3952 posts	We are now testing a new feature lets you to relate fields to category tags i.e. when you add a tag it will dynamically extend the set of fields for the contact, company, project blog. If you’d like to help us test this new feature just reach out to our support team and they’ll hook you up.