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Customise Your Contact Data with YourPCM's Custom FieldsCREATED BY STEFFI LEWIS Discover the power of YourPCM's custom fields. These fields can revolutionise your data management. They allow you to tailor your database and track important details. This offers flexibility and efficiency in your operations ... Are you tired of sifting through endless spreadsheets? Do you struggle to keep track of important information about your contacts? Look no further than YourPCM's custom fields. This game-changing feature allows you to add 16 customisable fields to your database for extra contact data points. It gives you the ability to store and display a wide range of additional information. Whether you are a vehicle leasing company or a mortgage broker, custom fields can help you organise and personalise your database. This leads to greater efficiency. You can tailor your database to your business needs!One of the greatest benefits of YourPCM's custom fields is the ability to tailor your database to your specific business needs. You can choose the type of data you want to store. This could include text, numbers, or dates. You can even rename the fields to match your industry or terminology. This level of customisation allows you to create a database that works best for your business. It also makes it easier to find and manage important information. With YourPCM's custom fields, you can store and display a wide range of information about your contacts. For instance, a vehicle leasing company can add fields for make and model. They can also include the registration number. A mortgage broker can track the provider of a contact's mortgage. This information can be crucial for renewals or follow-ups. Having it readily available in your database saves you time and effort. Not all information needs to be displayed in your main database. YourPCM offers the option to hide custom fields from the main view. This feature is especially useful for sensitive information. Examples include personal contact details and financial data. You can still access this information in the contact's record. However, it won’t be visible to everyone in your organisation. This adds an extra layer of security to your data management. YourPCM's custom fields are fully searchable! You can easily find contacts based on the information stored in these fields. This is a huge time-saver when managing a large database. Additionally, custom fields work seamlessly with YourPCM's import and export tools. You can easily add or extract data as needed. This ensures that your database remains up-to-date and accurate. Overall, it saves you time and effort. YourPCM's custom fields are a game changer for businesses. They rely on accurate and up-to-date information about their contacts. From tailoring your database to tracking important details, these fields provide the ultimate in flexibility. So why wait? Start customising your contact data with YourPCM's custom fields today. Experience the difference it makes in your data management. Until next time ...
STEFFI LEWIS
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© 2024 by Steffi Lewis All rights reserved No unauthorised use, duplication, or distribution of any text, images or audio contained within the pages of this blog is permitted without prior written permission of the author.
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