CRM

CRM Setup is used to configure custom user profile fields and tabs, expanding the profile information that can be collected and stored for a user. Once configured, these tabs and fields appear on the user record in the tab area near the bottom of the user page.

Any demographic information can be created as a custom field. Examples include:

• Neighborhood
• Pet Owner
• Committee Membership
• Emergency Contact
• Lease Renewal Date

Reports can also be created to view and find user records that match criteria from these custom field values.

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To configure, see Create or Edit Custom User Fields.

To create user reports, see Create and Run a User Report.

To create new fields to store user demographic information, please follow the steps below:

1. In the Admin sidebar, find and select Users.

2. Click the gear icon > CRM Setup.

3. Click Edit Fields.

4. Edit an existing field here, or click + New Custom Field.

5. For new fields:

- a. Enter the Name of the field.

- b. Leave Roles blank or select the applicable roles to limit this field visibility in the admin to those matching the specified role.

- c. Select the Data Type in the menu:

- i. Short Text and Long Text allow you to enter customized notes for each user.

- ii. Integer Number and Decimal Number allow you to enter whole or decimal numbers.

- iii. Yes/No will be shown as a toggle button.

- iv. List Item allows you to pre-populate specific selection choices.

- v. File allows you to upload a file to each user's profile.

6. For edits to an existing field, adjust the details as needed.

7. Click Save.

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To add this new field to a custom tab, please follow the steps below:

1. Return to CRM Setup.

2. Click Edit Tabs.

3. Click the desired tab.

4. Add your new field by selecting the correct checkbox under Fields.

5. Drag and drop to place your new field in the correct order.

6. Click Save.

To create a new report, please follow the steps below:

1. In the Admin sidebar, find and select Users.

2. Click View Reports.

3. Click + New Report.

4. Enter a name in the Report Name field. This is only necessary when you wish to save this report for future use.

5. Click Select a Field from the Field menu to indicate which field should be checked.

6. Click Select an Operator from the Operator menu to indicate the logic for determining the matched records.

7. Type the correct Field Value in the Condition field.

8. Click the plus icon to add additional rows for your report criteria, as needed.

9. To run your report, click Run.

10. To save your report for easy access to run later, click Save.

To create new tabs to organize your custom user fields, please follow the steps below:

1. In the Admin sidebar, find and select Users.

2. Click the gear icon > CRM Setup.

3. Click Edit Tabs.

4. Click + New Tab.

5. Enter the Name of the tab.

6. Leave Roles blank or select the Roles that will be associated to this tab.

7. Add your new field by selecting the correct checkbox under Fields. See Create or Edit Custom User Fields.

8. Click Save.

9. Drag and drop the fields to change the display order of the fields included on this tab, then click Save.

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To edit existing tabs for your custom user fields, please follow the steps below:

1. In the Admin sidebar, find and select Users.

2. Click the gear icon > CRM Setup.

3. Click Edit Tabs.

4. Find and edit any existing tab.

5. Modify tab details as needed.

6. Click Save.

To view User reports, please follow the steps below:

1. In the Admin sidebar, find and select Users.

2. Click View Reports.

3. Any previously saved reports will appear here.

4. Click any name to open the report details.

5. Click Run to run the report.

6. If any report criteria are edited, click Save to keep those changes for future needs.

To add or edit information in custom User fields for a user, please follow the steps below:

1. In the Admin sidebar, find and select Users.

2. Select an existing user from this menu.

3. Scroll to the bottom of their profile to the tab section of the record.

4. Click the correct custom tab.

5. Click your custom field displayed within this tab.

6. Add text or items within this field.

7. Click Save.