Batchbook Knowledge Base Custom FieldsCustom Field Examples for Contacts

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!

Check out the following links if you're looking for Custom Field Set examples for your Communications or To-Dos. If you need any help creating your new Custom Field Set check out this article.

Customers

Customers

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.

Employees

Employees

There are always a few key facts we want to know about our employees so we've created a Custom Field Set to help out. Now it's easy for folks to stay on top of special days as well as key information and other fun tidbits.

Advertisers

Advertisers

For Marketers or Publicity folks tracking purchased advertisements.

Supplier

Supplier

Useful for tracking suppliers who provide you with products for your office or for particular projects.

Press Materials

Press Materials

When you're doing great things, people like to chat about you! Keep up to date with what folks are publishing about you so that it's easy to reference down the road.

Webinars

Webinars

Great for tracking individual participation on recurring events for your contacts.