Properties allow you to make custom fields for all of your Contacts, Tickets, Tasks, and Deas. You can create custom fields to expand all of the aformentioned data. The custom properties can be used to organiza information and it is useful for when importing and exporting data
Getting to know Properties:
The Properties section can be found within the settings in the General Settings section. By selecting the Properties tab you will be taken to the Properties page. Here you can see that the Erxes platoform allows users to register their databases with the following category types:
- Contact: Customer, Companies, Conversation Detail, Device Properties
- Ticket
- Task
- Deal: Sales Pipeline, Product & Services
You can see that the Properties page already has a Basic Information group made for all the Contacts tab. You can modify or create new groups and property fields. By configuring your contact properties you and your customers will be able to readily and conveniently view the customer/cleint's informations. These properties also applies to the Ticket, Task, Deals section of the Properties page and you can create customized properties for them as well.
Creating properties:
Starting with the Contact and the Deals->Product &Services section of the Properties page you can start modifying or create a custom properties for your Customers, Companies, Conversation detail, and Product & Services tabs.
Custom properties for Contact and Product & Services:
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Click Add Group & Field
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Select Add Group
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Enter the Name
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Write a brief Description
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Click Save
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Select Add Property
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Enter the Name
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Write the Description
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Select the Group
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Select the Type
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Enter the Validation
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Click Save
Custom properties for Ticket, Task, Sales Pipeline:
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Click Add Group & Field
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Select Add Group
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Enter the Name
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Write a brief Description
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Select the Board and Pipeline
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Select +Add Another Board if you wish to have this property apply to multiple Boards and Pipeline
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Click Save
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Select Add Property
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Enter the Name
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Write the Description
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Select the Group
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Select the Type
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Enter the Validation
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Click Save
Property types explained:
After creating the group, you will need to add properties to populate the group with. When you select the Add Property you will have a pop up menu of the Add Property. Within the pop up menu you will see the Type section. Within the Type section you will have the following options:
- Input: This is an option for entering simple and short texts
- Text Area: This is an option for entering texts that are lenghty
- Select: This is an option for creating a list with multiple options that you will select one from
- Multiple Select: This is an option just like Select but with multiple selections
- Checkbox: This is an option for creating a checklist you can select from
- Radio Button: This is an option for creating a list with radio button
- File: This is an option created for attachments
- Customer: This is an option for selecting customers