Persons Custom Fields

This article provides a guide on how to create and use Persons Custom Fields in BigChange. These custom fields allow users to record additional details for individuals associated with their contacts, thereby enhancing their data management capabilities.

Creating a Persons Custom Field

To create a Persons Custom Field in BigChange, follow these steps:

1. Go to Account Settings.
2. Select Settings.
3. Select Contact & Notes, from the side menu.
4. Select Persons custom fields.
5. Select Add.
6. Populate the field label text box to give the field a name.
7. Choose the type of field it will be.
8. Enter a default value (if applicable).
9. Confirm whether the new field is mandatory.
10. Select Ok to save this custom field.

Using the Persons Custom Fields

Once a Persons Custom Field has been created, it will appear when adding new individuals or editing the details of existing individuals in BigChange CRM. This feature allows users to record additional details for each person, thereby enhancing their data management capabilities.

Deleteing a custom field

Deleting a custom field in BigChange is a permanent action and cannot be undone. All the data associated with that field will be lost. Therefore, it's crucial to double-check and confirm that the data in the field is no longer required before proceeding with deletion. 

The system will provide an on-screen warning asking are 'Are you sure you want to delete this custom field?' before the deletion process is completed to remind you of this.

Conclusion

Creating and using Persons Custom Fields in BigChange is a straightforward process that can significantly enhance your data management capabilities. By following the steps outlined in this guide, you can easily create custom fields to record additional details for individuals associated with your contacts. This feature not only improves your data management but also allows for a more personalised and efficient approach to managing your contacts.