Custom Field Examples for Contacts
We know it can be daunting to get started with customizing your account. Folks are often asking us for examples of the Custom Field Sets they should be creating and using to house the custom data about their contacts in Batchbook. While it's different for each customer, the following are some Custom Field Sets that various customers have used in the past. We hope you'll find it useful!
This Custom Field Set can be used to track any additional custom data about your clients. A good place to start is how you met and the field of interest they may have in your company. From there you can track any additional data that will help you engage your customer.
This can also be turned into a more general 'Additional Details' Global Custom Field that I apply to all individuals in my account to help me keep track of the smaller but important details that I want to stay on top of for all of the individuals in my account.