Realizing that each business has its own unique needs, we continuously strive to enhance the flexibility and customization that we provide in OrangeCRM. To that end, we release quarterly updates of the OrangeCRM software, which include new features and enhancements that are designed to enrich its functionality.
The latest version of OrangeCRM came with an exciting upgrade – there is no longer any limit to the number of custom fields that can be added to customer records! Not only are you able to record all of the order data you could possibly need, but you will also be able to use that data in customer fulfillments.
There are two methods that can be used to create an infinite number of custom fields: the OrangeSOAP order entry module and the OrangeCRM API. This means whether your orders are manually entered, or your orders are posted to the CRM directly from your website or shopping cart, you will be able to take advantage of this new enhancement.
For instructions on how to use the API to add and update custom fields on customer records, please see page 23 of the OrangeCRM API Specification PDF v3.73.
To create custom fields in the OrangeSOAP order entry module, follow the steps listed below.
Step 1: Add Custom Fields to an Offer
In the Customer tab of the offer, click the Add Custom Field Template button.
A box will pop up where you will enter the details for the custom field.
- Field Label is where you enter the custom name you want to assign to this field. This is the field name that will appear on the order form and on the customer record.
- Field Tag is auto-populated by the CRM and should be left alone. This is what will allow you to include the custom field in a fulfillment.
- Field Type can be text, date, numeric or currency. Choose the appropriate option from the drop down menu.
- Field Required is where you dictate whether this custom field is optional or required. If a required field is left blank, the order will not be allowed to be processed.
When you are done, click the Add Custom Field Template button. You should now see the newly created field listed at the bottom of the Customer Tab, in the Offer.
Repeat the above steps for any additional custom fields that are needed on this offer.
Note: Custom Field Templates are used only when you need to record specific order details for which there is not already an existing field on the order form. Before creating a new custom field, please be sure to check all tabs in the order form to make sure that field doesn’t already exist (Example: Date of Birth is a default field that appears in Tab #1 of the order form for all offers). Duplicate fields will cause conflicts within the CRM, which will result in errors.
Step 2: Use the Clone Offer Feature
If you need to create multiple offers that require the same set of custom fields, use the Clone Offer feature as a time-saving shortcut. This eliminates the need to repeatedly add the same custom fields one-by-one on each offer.
Simply open an existing Offer and click on the Offer Menu, located in the upper left corner. Then select the Clone Offer option.
A box will pop up where you will enter the name of the new offer and select what you want to be cloned from the existing offer.
Note: The Clone Offer feature is limited to the Program level. This means that you can’t clone an offer from one program to another program. You can only clone offers within the same program.
Step 3: Train Agents to Fill In Custom Fields on the Order Form
An Offer’s custom fields will appear in tab #4 of the order form.
If a required field is left blank, the order will not be allowed to be processed. A pop up message will direct the agent to fill in the required field(s).
Custom fields and their values will automatically be transferred from the order form to the customer record.
How to Find and Update Custom Fields on a Customer Record
Regardless of their source – either API or OrangeSOAP – all custom fields and their values can be found in the Details tab of the customer record, where they can be referenced and edited as needed.
Use Custom Fields in Customer Fulfillments
If you wish to use any of your custom fields in customer fulfillments, simply go to the fulfillment Builder tab and use the Visual Editor layout to select a custom field tag from the drop down list. Then click the Add Field button.
We are confident that this new functionality will enable you to provide your customers with even more personalized, targeted content in your interactions with them.
If you need further assistance, please visit our online help guide at help.orangecrm.com.