In a nutshell Crmble Fields are how you store data consistently with Crmble. They make real time reports and third party apps integrations work easily. We just updated our beloved fields making some tweaks under the hood and some improvement on the surface to make them more efficient and intuitive to use and setup. That quick synopsis should get you up to speed, but if you are curious about all the changes in detail, keep on reading…
A little bit of background information…
In our last Crmble Fields update, back in September 2020, we introduced Crmble Fields 2.0 which brought default fields that came out of the box for every card (Name, Surname, Phone, Email, Company, Job title, Source, and Creation Date). We also added the possibility to add more fields to Crmble with 5 types of fields to choose from (Text, Number, Checkbox, Dropdown and Date).
Default Fields = Core Fields
What we’ve been calling “default fields”, will be called “core fields” from now on. Core fields are imperative for Crmble reports and integrations with third party apps via Crmble Toppings and therefore can’t be deleted. But we’ve made some changes under the hood to give you the option to change the names of the fields to match your style. We also added new icons which represent the use they are intended for.
Here's the list of Crmble's core fields
Name
Contact's first name
Phone
Contact's main telephone number
Company
Contact's company name
Source
Source the contact was created from
Deal value
Deal value your contact represents
Surname
Contact's last name
Contact's main Email address
Contact's Job title
Creation date
Contact's creation date
Got links? We make that easy in Crmble Fields
We’ve added a new action for text type fields. If you want to store external links to web pages for instance, add a new text type field and as soon as you fill it out with an url, an action button will show up to open it in your browser. No more having to copy and paste a link – just click the arrow button to go directly to the link.
Let’s make a deal!
Edit Deal Value in Settings/Crmble Fields like any other field
Drop(down fields) like it’s hot!
Dropdown fields are a great way to add multiple predefined options to a card’s field, things like a status value. This way you can use lists to provide details about a stage of your funnel and use a dropdown field to mark the cards in the final list as won or lost from a sales funnel perspective. Or you can use it to add a lead rating field using star emojis.
We’ve put some love in Dropdown fields configuration making it more user friendly. Now you can also sort the different options by dragging them around.
Now you see it, now you don’t!
