Are you tired of struggling to keep track of important information about your contacts? Look no further, because YourPCM has a feature that will revolutionise the way you manage your data ...
Whether you're a vehicle leasing company or a mortgage broker, custom fields can help you keep track of important extra details and make your work more efficient. So, how can you make the most out of this powerful tool?
Let's take a closer look at the different ways you can use custom fields to organise and personalize your database:
- Tailor Your Database to Your Business Needs
One of the greatest benefits of custom fields is the ability to tailor your database to your specific business needs. You can choose what type of data you want to store, such as text, numbers, or dates, and even rename the fields to match your industry or terminology. This level of customization allows you to create a database that works best for your business and makes it easier to find and manage important information.
- Keep Track of Important Details
With custom fields, you can now store and display a wide range of information about your contacts. For example, a vehicle leasing company can add fields for make, model, and registration number, while a mortgage broker can track the provider of a contact's mortgage. This information can be crucial when it comes to renewals or follow-ups, and having it readily available in your database can save you time and effort.
- Hide Sensitive Information
Not all information needs to be displayed in your main database. That's why YourPCM has included the option to hide custom fields from the main view. This is particularly useful for sensitive information, such as personal contact details or financial information. You can still access this information in the contact's record, but it won't be visible to everyone in your organisation. This adds an extra layer of security to your data management.
- Make Use of Free Widths
We understand that fitting 16 custom fields into your database can be a challenge. That's why we've included a 'free widths' option to help you make the most out of the available space. By releasing the widths of other columns, you can ensure that your custom fields fit better within the HTML of the page. This makes for a more visually appealing and organised database.
- Fully Searchable and Compatible with Import/Export Tools
Custom fields are fully searchable, meaning you can easily find contacts based on the information stored in these fields. This is a huge time-saver when it comes to managing a large database. Additionally, custom fields are compatible with YourPCM's import and export tools, making it easy to add or extract data as needed.
Our custom fields are a game changer for businesses looking to improve their data management and organisation. By tailoring your database to your specific needs, keeping track of important details, and utilising the free widths option, you can make the most out of this powerful tool.
So why wait? Start using custom fields today and unlock the full potential of YourPCM.
If you're interested in discovering more about YourPCM, do call us on 01908 875991 and let's see how we can help you.