Custom fields are your extra fields, no programmer needed: “Source”, “Budget”, “Card text”. “Custom fields” in the menu (the owner and admins). The tabs say where the field goes: “Contacts”, “Recipients”, “Orders”, “Interactions”. Each section holds up to 100 fields, archived ones included.
Fields appear in forms in the “Additional fields” block, on cards and, if you want, as columns and filters in lists. Everyone who can change a record can fill them in.
Create a field
“New field”:
- “Name” — in Russian, English, Armenian; one language is enough, each member sees the name in their language. If the field is named like a built-in one (“Phone”, “Email”…), QoCRM warns: “This field is already in the card by default.”
- “Type” — see below; cannot be changed after creation.
- “Options” — for lists.
- Settings — see below.
On the right, “Preview” shows the field as it will look in the form. When you edit a field, the “Advanced” block shows the “Key” — the technical name for import and export; it is created automatically and never changes.
Types
Text (up to 500 characters), Long text (up to 5000), Number, Money (amount and currency), Date, Yes / no, List, one value, List, several values, Phone, Link, Email. A wrong value (letters in a number, an impossible date) is not saved — QoCRM shows an error under the field.
Need another type? Create a new field and archive the old one.
List options
For the “List” types, add options with “Add option” and name them in the languages you need. The arrows change the order. An option not saved yet can be removed with “Remove”; a saved one can only be archived with “Archive”: old records keep it, but it is no longer offered; “Restore” offers it again.
Field settings
- “Required” — a record cannot be saved without a value. It applies the next time a record is saved; existing records are not changed. Not required in the import.
- “Column in the list” — the field is shown as a column in the list by default (everyone can hide it with “Columns”).
- “Filter” — the list can be filtered by the field: text by part of a word, numbers and dates “from … to …”, lists by options.
Order, archive, delete
- The ↑ / ↓ arrows — the order of fields in forms.
- “Archive” — the field disappears from forms, lists and filters, but filled-in values are kept; “Restore” brings it back with its values.
- “Delete” — for good. A field without values anywhere can be deleted by the owner and admins. A field with values can be deleted together with them only by the owner, who types the field's name and their password. If the values may still be needed, archive the field instead.
Presets
The “Presets” block offers ready sets of fields: “Flowers and gifts” (card text, delivery time, budget, source) and “General” (source, budget, comment). “Apply” adds only the fields you do not have yet; when everything is there — “All fields of this preset are already added”.