Synuma is a powerful platform that allows users to streamline their workflows, manage data effectively, and enhance productivity. One of the key features of Synuma is the ability to create custom fields, which empowers users to tailor their data collection and organization to suit their specific needs. In this article, we will explore the process of creating custom field sections and groups for different parts of the platform and highlight the numerous benefits of utilizing custom fields.
Synuma provides users with the flexibility to create custom fields in various areas of the platform, such as Leads, Development Agreements, Projects and Locations. The process of creating custom fields is simple and intuitive. Here's a step-by-step guide to get you started.
Benefits of Using Custom Fields:
Enhanced Data Customization: Custom fields empower users to collect and organize data according to their unique needs. By defining custom fields, you can capture specific information that matters most to your business or project.
Improved Data Analysis: By incorporating custom fields, you can collect data that is relevant to your analysis and reporting requirements. This enables you to generate insightful reports and gain valuable insights from your data.
Tailored User Experience: Custom fields enable you to design user interfaces that are intuitive and user-friendly.
Flexibility
Organizing Custom Fields into Sections and Groups
Sections and groups enable users to connect related custom fields together, providing a logical and organized structure within forms, tasks, contacts, and projects. By grouping fields under relevant sections, you can quickly locate and access specific information.
To begin creating custom sections and groups, start by navigating to Administration>Select Lists. Once on this page, you'll see both options to edit 'Custom Field Groups' and 'Custom Field Sections'. To edit the options available for selection in those areas, click the 'Edit' button:
Once on this page, you'll be able to see what Sections or Groups you already have available. You can make Edits to these fields, or create a new one:
On the line that appears, add your new Section or Group name. The 'Custom Code' field is specific to our API functions and is not required. You also have the option to include an 'Order' numerical value, which determines in which order these options will be displayed. Click the green 'Save' button to add your new options:
Sections roll up into Groups, and each Section can contain one or more Groups. It is important to note that Sections will only show up if a Custom Field has been assigned to that specific Section.
To assign a Custom Field to a Section or Group, navigate to that Custom Field under Administration>Custom Fields. Click 'Edit' on the field you would like to assign.
Select a Section and/or Group to which you would like this field to be associated and click the green 'Update' button to save your edits:
Back on a Project, we can see where our Custom Field has been added to that Section and Group as shown here:
For any questions about any of this information please contact your Synuma Support Specialist using the in-app chat.
