#OptimalPrime: Add Custom Fields to Capture Just About Anything

At Function Point, ‘Prime’ is the name we give to the people at your agency who know how to best use the system. Each month we’ll share new tips and tricks from our system to help you Transform your Function Point skills from average to amazing. Tune in each month to elevate your game, and if you miss any previous posts, check out #OptimalPrime on our Twitter: @functionpoint.

Add Custom Fields

Knowing the small, seemingly insignificant details about a prospect or client is sometimes what helps forge the strongest relationships. With FP’s Custom Fields, you can capture all of that important information in the Contacts and Companies modules. And with one central place to capture the information, everyone on your team has access to the wealth of information.

Here’s How:

  1. On the far right corner of the main navigation bar, hover over “Admin”, hover over “System Set Up”, and click “Custom Fields”.
  2. Click either “Company” or “Contact” to determine which module the custom field will appear on.
  3. Click “+ New Custom Field” and fill in the fields.
  4. Click the “→” beside the custom field to assign it to your system.
  5. Click “Save Changes”.

You’d be surprised how handy it can be to know a prospect’s pet’s name or be able to segment your client list by sports team—a good opportunity for a reach out when their favourite team is winning. Instead of having to memorize all the details, Custom Fields in FP provide a single place to store all the information you want to know about a company, prospect or client. 

Want to make sure your clients’ experiences are so impressive that they can’t help but keep coming back? Use our free client engagement worksheet and keep clients happy from start to finish.

The Admin area in FP is permission based. If you can’t access Custom Fields, please speak to your company’s FP Prime.

Marissa Ho

Marissa Ho

Brand & Product Coordinator

Marissa was raised on a steady diet of mountain and ocean activities. She’s a product marketer by day, reader by night, and human being by day and night.

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