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Custom Fields

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What is a Custom Field

A custom field is a field in Membrain that you create to record specific details that suit your organisation.  

During the initial setup of your instance of Membrain, you will notice there are a number data fields pre-defined where you capture important information. For example Company Name, address, Sales Project Name or value. These fields are used throughout Membrain in Company Cards, Contact Cards, Sales Processes and Prospecting Campaigns and create a place where data can be stored.

But for all of the other data that you wish to store in Membrain, you must create custom fields. 

An example of a custom field might be Number of Offices, Services offered, or Competitors. With Custom Fields, you have the opportunity to add just the fields your company needs - allowing you to plan and build your Membrain account according to your companies unique requirements. 

This level of customization is what makes Membrain so customizable and flexible to work with.

 

Types of Custom Fields:

Custom fields are broken down into 3 different types, list of each type can be found by going to: 

Profile Picture - System Setup - Custom Fields header

Company Custom Fields

These fields are used solely for the purpose of capturing Company specific information, such as Industry, Number of Employees, Annual Revenue etc.

Contact Custom Fields

Used purely to capture information about the contact itself for example, Birthday, Favorite Sport, LinkedIn invite accepted?

Prospect/Sales Process Custom Fields

Only to be used to capture data that is relevant to a specific Sales Project or Prospect. This is important, as this information will be captured each time a new Sales Project is created, even if its for a company that has had multiple Sales Projects in the past. For example: Expected Delivery Date, Competitors, Pain Quantified.

When viewing all Prospects/Sales Process custom fields, you have the option to filter by Sales Process, which only shows you the Custom Fields in use in that Process or Campaigns. It's also possible to filter by type of custom field.

Adding a new Custom Field

When planning to add a Custom Field, you first need to choose the type of Custom Field you would like to create, based on the type of information you wish to capture.  

Text

This custom field will allow you to capture free-form information. For example: "Describe Client Concerns" or "Clients Decision Process?" Note: Data in this field is not accessible from the Sales Analysis or Win/Loss reporting areas of Membrain.

Number

This field allows you to easily capture a number, eg. budget, number of products required etc.

  1. Click on this option,
  2. add a Name and Description and
  3. Click Save & Publish Field when completed. 

Single select list

This choice allows you to create a list of options, where the sales professional can select ONLY ONE option. E.g. the source of the sales project or the actual product this Sales Project is related to.

  1. Click on this option and add a Name and Description.
  2. On the right hand side Click on the blue "+Add" link to add a list of options you want to have available to choose from.
  3. Choose between Auto Sort Options to alphabetize your list, or use the first option as the default, pre-populated valued.
  4. Click Save & Publish Field when you're happy with your list.

Multi select list

Here you can create a list of options, where the sales professional can select any number of options. E.g. a list of Competitors or other Products the client may also be interested in.

  1. Click on this option and add a Name and Description.
  2. On the right hand side Click on the blue "+Add" link to add a list of options you want to have available to choose from.
  3. Choose between Auto Sort Options to alphabetize your list, or use the first option as the default, pre-populated valued.
  4. Click Save & Publish Field when you're happy with your list.

Date

This field allows you to save an important date for the Project, e.g. required by date or proposal deadline. 

  1. Click on this option,
  2. add a Name and Description and
  3. Click Save & Publish Field when completed.

Link

Use this option to create a field where a website link or resource outside Membrain can be added. 

  1. Click on this option,
  2. add a Name and Description and
  3. Click Save & Publish Field when completed.

File

Creates a field that you can upload a document to. The file will be stored in the Sales Project itself and will be accessible in the Activity Stream. 

  1. Click on this option,
  2. add a Name and Description and
  3. Click Save & Publish Field when completed.

Score Card

This option allows you to set up a series of questions that result in a numerical score for your Sales Project. More information on Scorecards can be found here 

Adding a Custom Field Group

You can use Groups to divide up Custom Fields for Company and Contact Cards. Using this feature makes it easy to manage the list as an administrator, but also makes the Company and Contact Cards more visually appealing and easier to input information.  

Deleting Custom Fields

To delete a Company or Contact Custom Field locate it in the list.

If a field is not in use in any prospect or sales project, you will see a small x icon to the right hand side, indicating you can delete it.

  1. Click on the x to delete it immediately. The field will no longer be visible in Membrain. Any data that may have been captured in the past into this field will also no longer be accessible.

If the field IS in use in a prospect or sales project, the x will be greyed out. You will need to remove it from all sales projects and prospecting campaigns first, in order to be able to delete it as a custom field.