Batchbook Knowledge Base Custom FieldsCustom Field Examples for Communications

Custom Field Examples for Communications

Custom Field Sets can be applied to any record type - including communications. There are times that we want to keep track of a few more details involved with a communication and that's where Custom Field Sets come in handy.

 

Recurring Calls

Recurring Calls

If there's a particular call type you make often that you may want to review later for details, this is a good example. Or if you offer a particular training, it's always handy to know how customers respond to that training.