The Power of SmartSimple’s Custom Fields

Your SmartSimple system is more powerful than you think. Take, for instance, the flexibility of our custom fields. So what's a custom field? Well, it’s a unit of data that you attach to an object such as a contact, role, company, or activity type.

Want to know more about how custom fields can benefit your UTAs? Keep reading.

Types of Custom Fields 
Custom fields are essential for the completion of a Level One entity (such as a project or case). SmartSimple supports over 50 types; they can be as simple or as complex as you need them to be.

Simple custom fields include:

• Check boxes 
• Website or email address links 
• Text or system objects 
• Contact search fields 

If you want to significantly enhance functionality, more complex custom fields are available, including:

• File upload boxes 
• Password text protection 
• XML data 
• Microsoft Word Merge 

Adding Custom Fields to Level Ones 
You can create your own custom fields and add them to Level Ones such as grant applications, roles, contacts and activities.

Click the Settings tab of your UTA and you’ll find the Custom Fields link. Select from the list of custom fields you wish to attach, then save. The fields you select will now be associated with all Level One items created in that application.

For additional information, we at SmartSimple have created a special "interactive" deck of playing cards. Each card represents a different custom field - forty cards in all. Click below for an informative and entertaining way to educate yourself regarding our many available fields.