What Are Fields in Sage Sales Management?
In Sage Sales Management, fields are predefined data points within the application that help structure and organise information in the database. These fields allow users to register and manage a variety of details that are critical to running business operations efficiently.
Overview of Fields
Fields are divided into two main categories:
Standard Fields: These come by default within the application, ensuring that all necessary information is captured for basic operations.
Custom Fields: These can be created to suit specific business needs, offering flexibility in how data is managed and tracked.
Field Customisation
One of the key strengths of Sage Sales Management is the ability to customise fields to fit each implementation. Custom fields enable users to tailor the CRM to their unique requirements. Users can create different types of fields to store various kinds of data, each with specific characteristics.
Fields can store information such as:
Text
Numbers
Dates
Drop-down lists
Check-boxes
Dynamic and Dependent Fields
Another advanced feature is the use of dynamic and dependent fields, which allow users to create more complex data relationships. Dynamic fields adjust based on the user’s previous selections, while dependent fields require a specific input before showing additional options.
Understanding the Fields Menu
When accessing the Fields Menu, users will find a central panel where all the available fields are displayed in table format. Each field has specific properties:
Field Name: The label given to the field.
Field Type: Whether the field is standard or custom.
Data Type: Specifies the kind of data the field holds (e.g., text, number).
Read-Only/Editable: Indicates whether the field can be edited by the user.
Visible/Hidden: Shows if the field is visible to users.
Mandatory: Determines whether the field must be filled out before progressing.
Configuring Fields
Create New Fields: Custom fields can be created according to the company’s needs.
Modify Existing Fields: Standard fields can also be modified, depending on the access level, to ensure they match your operational requirements.