The inquiry to us usually begins with: “How can you assist me, I have run out of free fields in an Account Card”. Utilizing this application called “CRM Plus Account Free Fields”, 255 additional fields have been added for insertion into Accounts. Use them as you would use any standard Synergy card free field.
The field types and quantities added include:
- 20 Free Text
- 45 Free Date
- 45 Free Yes /No
- 45 Free Amount
- 45 Free Number
- 45 Free GUIDs
- 10 Long Text Comment
Quick Facts
- Labeling fields same as standard Synergy
- Displaying and placement on Cards is the same process for all fields
- Use of these fields in standard Synergy “Searches” and “Pivot Analysis” views
- GUIDs can access topics such as
- Accounts
- Contacts
- Documents
- Requests
- People
- Assortments
- Transactions