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custom fields in company

 
Lyncean
45 posts

We use custom fields in contacts
one for contact type
a second for key words

for example
contact type vendor or electrical supply
key word light bulbs

light bulbs may be all we can think of
and as output selectable fields they help construct call lists.

To many contact types and key word choices for category lists

Company info has no custom fields.
We would find the same searching chioce via custom fields helpful here too.
Many times we have company only info and no specific contact
and only remember what they do (key word,) not the specific company name.

Or is there a better way th achieve the same results?

Avatar
Administrator
1823 posts

Keywords are a good way to handle this (you could also use the existing background field).

Companies do support custom fields (recently added).  You can do this now:  Workspace / Customize Form Fields / Choose Companies from the dropdown.

The search by default spans all fields: standard, custom and sub activities.  If your search is “show all contacts/companies where any field CONTAINS LIGHT” you should be able to find the company/contact with no special effort e.g. if light shows up in a standard field, custom field, or activity such as a task or note it will return the contact/company containing it.

Does this info help?

Lyncean
45 posts

Yes thanks.
added custom fields to company screens

can now search contacts
then search companies

any fields containing xxx