Batchbook Knowledge Base Custom FieldsCustom Field Examples for To-Dos

Custom Field Examples for To-Dos

Adding a Custom Field Set to To-Dos is a great way to help keep your projects on task and facilitate keeping your contact level Custom Field Sets to a minimum.

Gifts/Schwag

Gifts/Schwag

We love to send customer love gifts out on occasion to those customers who have been awesome in their own way. This is a great way of tracking what we've sent to whom and when in a searchable way. In this instance, we're keeping track of why we're sending the gift, what we're sending and whether or not the person asking that the gift be sent would like to include a separate note.

Presentation/Meeting Prep

Presentation/Meeting Prep

When we're prepping for a demo or presentation, we like to make sure we're bringing the right materials including the right cords so that our computers will fire up on demand regardless of the venue. This Custom Field Set helps us track any additionally needed items to bring with us.