You can easily customize Client's data in your TRAFFIT.
What can you customize in particular?
Client profile
Contact person profile
Sales activities
Departments
Agreements
This option is available when you turn on the CRM module. The instruction below considers the customization of all the mentioned elements.
Why should you customize your Client's data?
The fields you put on your Client profile in TRAFFIT will be available for all your users.
Every field you put there will become a filter, allowing you to filter and sort your Clients based on this attribute.
All the fields you put in your Client data can be available via integration API.
How to do that?
Go to Settings -> Custom fields configuration -> Client -> Client data:
The right menu allows you to choose new fields to be put in Client data:
Defined fields - system fields collecting data used in other parts of the system (described below).
Empty fields - that can be customized however you want.
Sections - allowing you to add sections to organize your Clients' data.
You can place the fields and sections in the Client's data using drag'n'drop:
If you want to add a new section to your Client data, drag'n'drop it first to be able to add fields to it. After putting a new section to your Client data, you can change its name or assign a color to it:
If you add a new field to the Client data, your TRAFFIT will allow you to choose:
the field size
if a value in this field is required
if this field will be available in the API (for empty fields):
Defined fields
These are the fields used by other parts of the system and on which their logic is based.
Only "Company name" defined field is required in the Client data.
Optional defined fields (examples):
a) WWW site
b) TAX number
c) Note
Empty fields
You can customize your Client data with empty fields, configured however you want. Types of fields available:
a) Text
Allows you to enter a short text.
b) Long text.
Allows you to enter a long text.
c) Number
Allows you to type only a digit or multiple digits, with no letters or special characters.
Example: "Number of employees".
d) Checkbox
For Yes/No type of questions.
Example: "Active client".
e) Radio button
Allows you to choose one option on a list, all values visible at first glance.
Example: "Preferred contact"
f) Select
Allows you to choose one value from a predefined values list.
The list can:
be typed in - manually,
come from a dictionary.
You can set up dictionaries in Settings --> Dictionaries or use our default dictionaries.
Example: "Vacancy types:"
g) Select multiple
Allows you to choose one or more values from a predefined values list.
The list can:
be typed in - manually,
come from a dictionary.
You can set up dictionaries in Settings --> Dictionaries or use our default dictionaries.
Example: "Offices in:"
h) Date
Allows you to choose date (day, month, year)
Example: "Date of agreement (start)".
i) Date and time
Allows you to choose date and time (hour, day, month, year)
Example: "Last meeting with the Client".
j) File
Allows you to upload 1 file up to 25 MB.
Example: "Client's culture book"
k) Files
Allows you to upload more than 1 file, up to 25 MB each.
Example: "Client's portfolio"
l) Location
Field based on geolocation. Adding it to your Client data will result in 2 new fields appearing:
Country
City
You can define the default value for the Country field, which will be filled and editable. It will allow you to filter Clients based on location and distance (in kilometers).
Example: "Headquarters location".
m) Link
Allows you to put clickable links.
Example: "Link to client's website".
IMPORTANT
Every time you change the configuration of your Clients data, remember to use the blue "Save" button to save the changes and reload the system so that the changes are applied to all your TRAFFIT users:
