When you create a lead, person, company, opportunity, project or task in ProsperWorks, you're presented with fields to fill out to give that record more meaning and context to your workflow. While the default fields are intended for the average ProsperWorks use case, we know your business is unique, and so is the data you need to collect. That's why we also give admins the option to customize your default fields and add new custom fields to your records.
In this module, we'll tackle the following
When you open the template for creating a new record in ProsperWorks, you'll see all the default fields you can fill out to give that record context to your business. To review these default fields, check out our articles on default fields for leads, for people, for companies, for opportunities, for projects and for tasks.
Need to collect and store data about your records that's unique to your workflow? Just create a custom field. (You must be an admin to do so).
Before you create custom fields or customize your existing fields, be sure to consider the following:
- Do you intend to import data from another CRM? Check out our importing article to ensure your fields are on track for a success.
- What reports do you intend to create for each record type to measure success? Our Custom Report Builder lets you report on default and custom fields:
- Write these down, then write down the custom fields that can help capture and store the data needed to create these reports.
- If there are fields that are very important to your KPIs and goals, write those down so you can make them required later.
While not every field in a record can be reordered (like the field name, for example), most fields can. Follow the steps below to display your default and custom fields in the order you want them:
- Sign into your ProsperWorks account, and click 'Settings' from the left-hand menu.
- Select 'Field Settings' from the 'Customize ProsperWorks' section.
- Across the top of the page, you can select the record type (leads, people, companies, opportunities, projects or tasks) you want to reorder fields for. Choose your record type.
- Click and hold the grey lines to the left of the field you want to move, and drag it to its new destination. Release your mouse when it’s where you want it.
To ensure you collect important data that is necessary for reporting and other accountability, you can require your fields. That means a user must fill out the field before creating and updating a record. Choosing which fields to turn into required fields can require a little strategy, so please check out our ‘Choosing your Required Fields’ article for all the details.
If you need to preserve field values and make them read-only to your company users, you can do so with Admin-Only fields. Check out our article on 'Working with Admin-Only Fields' for the details.
You don’t want to overwhelm your team with too many fields to fill out. When a field becomes obsolete in your workflow, you may be able to deactivate it. This will remove it from your record templates. Follow the steps below to do so:
- Sign into your ProsperWorks account, and click the ‘Settings’ link from the left-hand menu.
- Click ‘Field Settings’ in the ‘Customize ProsperWorks’ section.
- Choose the record type (leads, people, companies, opportunities, projects or tasks) you'd like to deactivate a field for from the list across the top of the page.
- To the right of the field you’d like to deactivate, check to see if the circle with a slash through it is light grey or dark grey.
- If the circle is dark grey, click it to deactivate the field. After you refresh your browser, the deactivated field should disappear from your list of active fields.
Want to reactivate a field you previously deactivated? Just follow the steps below:
- Sign int your ProsperWorks account, and click the 'Settings' link from the left-hand menu.
- Click 'Field Settings' in the 'Customize ProsperWorks' section.
- Choose the record type (leads, people, companies, opportunities, projects or tasks) you'd like to reactive a field for from the list across the top of the page.
- Click the blue 'Add Field' button.
- Check the circle next to 'Add Existing Field.'
- Select your field from the drop-down menu right below it.
- Click 'Add Field.'
- If you want to return this field to the order it was in before you deactivated it, you'll need to follow the steps to reorder it.
Still have questions?
Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.