SI Lead Manager v7

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Custom Fields Manager

Custom Fields Manager is where you go to create, modify and remove Custom Fields in the system.  SI Lead Manager provides the capability to create up to 30 custom fields for storing extra information related to a lead that is not provided by default.

These Custom Fields can be assign to specific Lead Types or Tags as well.  For example, if you create a custom field called Docket Number, you can specifically assign it to show up for all Probate Leads.

What’s Below

Legend 

Custom_Fields_Legend

 

How To

Create New Custom Field

See Create Custom Field

Change Custom Field Name

Changing a field name is very easy and has no affect on the operation of the field.  To change the name edit the desired Custom field by…

Step #1:   Open up the Custom Field’s Property Window

Option #1:  Right Click Method

Right click on the desired Custom Field and click Edit on the drop down menu

Option #2:  The Action Menu Method

Select the Custom Field you wish to edit, then under the Action Menu, select Edit

Option #3:  The Double Click Method

Double click on the Custom Field you wish to edit

Step #2:  Change the Name

Custom_Fields_Name

Step #3:  Press Save

Task_Item_Editor_Save

 

Modify Tags Assigned to Custom Field

After creating the Custom Field, you may at anytime, add, modify or remove Tags from the Show On Tags list.

If you remove a tag from the list, any data entered into the custom field related to a Lead with that tag will still exist but you will not be able to see the field any more for that lead.  

To Modify the Tags follow these steps…

Step #1:   Open up the Custom Field’s Property Window

Option #1:  Right Click Method

Right click on the desired Custom Field and click Edit on the drop down menu

Option #2:  The Action Menu Method

Select the Custom Field you wish to edit, then under the Action Menu, select Edit

Option #3:  The Double Click Method

Double click on the Custom Field you wish to edit

Step #2:  To Remove a Tag 

Select the Tag you wish to Remove then press the Delete menu button

Custom_Fields_Editor_Delete

 

Step #3:  To Add a New Tag

To add a Tag, Click Add Tag…

Custom_Fields_Editor_AddTag

Then select the Group of Tags that you wish to see (default is General Tags)…

Custom_Fields_Tag_Group

Next select the tag from the Tag List…

Custom_Fields_Tag_Select

When Tag is selected, Press Ok

Custom_Fields_Tag_Ok

 

Remove Custom Field

Removing a Custom Field is not recommended as it will also delete all information that has been stored in the custom fields for all leads.

To Remove a Custom Field follow these steps…

Step #1:  Select Custom Field that you wish to remove

Step #2:  Delete Custom Field

Option #1:  Right Click Method

Right click on the desired Custom Field and click Delete on the drop down menu

Option #2:  The Action Menu Method

Select the Custom Field you wish to remove, then under the Action Menu, select Delete

 

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