Description
The place to create, edit, delete, and manage all fields your group has access to.
Explanation
As you research and form relationships with companies you will need to store important details like the status of your relationship, contact information, documents, etc. Our platform provides a suite of tools to define and categorize that data. We recommend first meeting with your group internally to determine what kinds of data you want to track and how it should be structured. This is merely a starting point to keep everyone aligned as it can be edited at any time.
To begin the process of structuring your data so other members can add their data, you will need to access Field Settings. There are two ways of doing this:
- Navigate to any company profile and click the gear icon above the Proprietary Data card.
- Click the gear icon in the navigation bar to access Settings. Navigate to your group's settings and select the Fields tab
Note: Fields, Field Groups, and Sections can only be created, edited, and deleted by Administrators. Any user within a group can add or edit existing field values.
The order and structure of your data as it appears in Field Settings will be reflected across every present and future company in your group. Any changes you make will also affect all companies. We built it this way so all of your data remains consistent so everyone in your group can speak the same language when working with companies.
Field Types
Fields are the way in which you can define how company data can be stored on the platform. There are a variety of field types that define the type of data that can be inputted with unique UI for each.
Text
Input text and optionally set a max number of characters.
Range
Create a slider with defined minimum and maximum values. Have one to two handles on the slider.
Date
Select a date on a calendar.
Dropdown
Select a single value in a dropdown. Add any amount of potential values in any order.
User
Select one or more team members from a dropdown. Every member of your current group appears in the list.
File
Upload one or more files.
Checkbox
Select a checkbox next to one or more values. Add any number of values in any order.
Radio
Select a single value from one or more options. Add any number of values in any order.
Number
A number input field with options for minimum and maximum values.
Tag
An input field allowing any user to create one or more values. Multiple companies can be associated with one or more of the same values. Click the dropdown to see all available options and simply type to add a new one. Capitalization is ignored.
Field Group
A field group is a way to combine multiple field types within a single group. This is useful for things like scoring a company with multiple criteria, adding deeper layers of categorization within a sector, or tracking statuses that require additional context like who is responsible and when it happened.
Card
A section is a way to visually categorize groups of related fields onto a single card.
Field Attributes
Field attributes are a way to highlight fields within your group for a specific use case. Currently we have two attribute types, Status and Category. Any dropdown or radio field can be set as a Status and any checkbox or tag field can be a Category. Any field that has an attribute will be marked with an icon and appear at the top of company profiles. To set a field attribute, edit or create a field and click the toggle on the bottom of the window.
Questions
What are active and passive fields?
Guide
Create a field
- Go to any company profile and click the gear icon above the Proprietary Data card, or, navigate to the "manage your custom fields" option in the quick (ctrl+ K) menu.
2. The Group Fields fullscreen modal will appear. Click the Create Field button.
3. The Create Field modal will appear. Here you can: name your field, select your field type (and any related settings for that type), and if at least one Section exists a dropdown for selecting which Section you would like to add your field to.
4. After you have created your field it will appear on the list. Click and drag the handle next to any field to reorder it. Click the "..." button to the right of the field to edit or delete it.
Create a field group
1. Go to any company profile and click the gear icon above the Proprietary Data card, or, navigate to the "manage your custom fields" option in the quick (ctrl+ K) menu.
2. The Group Fields fullscreen modal will appear. Click the Create Field Group button.
3. The Create Field Group modal will appear. Here you can: set the name of your Field Group, add one or more fields, enable the "Store multiple responses" option, and if at least one Section exists a dropdown for selecting which Section you would like to add your field to.
4. After you have created your field group it will appear on the list. Click and drag the handle next to your field group to reorder it. Click the "..." button to the right of the field group to edit or delete it.
Create a card
1. Go to any company profile and click the gear icon above the Proprietary Data card, or, navigate to the "manage your custom fields" option in the quick (ctrl+ K) menu.
2. The Group Fields fullscreen modal will appear. Click the Create Section button.
3. The Create Section modal will appear. You can add a name for your section.
4. After creating your section it will appear on the list. Click and drag the handle to the left to reorder it if more than one section is present. Click the "..." button to the right to edit or delete your section. This will not delete the fields contained within it. Click the arrow button to the right to collapse the section.
How to convert a field from passive to active.
On the company profile
- Click the gear icon at the top of any card.
- Select the fields you want to become active.
- Click Confirm.
On the filter modal or field search dropdown
- Select any of the passive fields on the screen (they will appear faded out, active fields appear in white).
- Select the fields you want to become active.
- Click Confirm.
On your group's Fields settings tab (administrators only)
- Click the grey radio button next to an existing passive field. The button will change to blue.
- Go to the progress bar and note the "Activate: 1" message showing you how many fields you have queued to be activated. Click Apply Changes.
- You will see a modal that displays all of the fields you have selected to be activated. Click the Confirm button.
How to convert a field from active to passive.
On your group's Fields settings tab (administrators only)
- Click the green radio button next to an existing active field. The button will change to red.
- Go to the progress bar and note the "Deactivate: 1" message showing you how many fields you have queued to be deactivated. Click Apply Changes.
- You will see a modal that displays all of the fields you have selected to be deactivated. To check all of the places the field is being used before deactivating it, click the field name to reveal its sidebar.
- If you still want to proceed with removing it, click Confirm.
How to request additional active fields.
Example
Completed Agreements
An easy way to keep track of what agreements have been completed for a company would be to create a checkbox field for all of the different agreement types. If you wanted to store the documents themselves on our platform you could also create a file field type.
Relationship Status
If you want to the track the relationship status of a company but have multiple people working with the same company, consider using a field group. Here we have created a group where you can set the owner of the relationship (user field type), the status (dropdown field type), and the date of the last conversation (date field type). It's important to enable the "Store multiple responses" option so any other user can click the plus button to add a status of their own without overwriting anyone else's.
