Utilizzare campi personalizzati

Scopri tutto ciò che devi sapere sulla gestione dei campi personalizzati: come aggiornarli per il cliente accounts , cercare in base al loro contenuto e utilizzare campi personalizzati in diverse sezioni del portale come shortcodes .

Aggiorna i campi personalizzati

Once you have  created custom fields, they are already added to every client account. You can manually fill them out from the client’s profile or in bulk by using the Import tool. You can also use organizer answers to transfer the obtained data to accounts/contacts . 

From a client’s profile

To update an account custom field from a client’s profile:

1. Open the client profile and switch to the Info tab. In the Account info section, click Edit.

2. Update custom field values, click Continue, then click Save.

Per aggiornare un campo personalizzato di un contatto:

1. Either from a client’s profile or from the Contacts page, open the contact sidebar.

2. Update custom field values and click Save.

All'ingrosso

Per aggiornare o compilare più valori di campi personalizzati contemporaneamente:

1. Export accounts or contacts for which you need to update custom fields.

2. In the spreadsheet with the exported data, remove all columns except for those with account or contact names.

3. Add columns for the custom fields you need, fill in the data and save the CSV file.

Mancia

To avoid losing your data, make sure that the format of values in cells corresponds to the allowed formats for each type of custom field.

4. Use the CSV file to import accounts or contacts to TaxDome. Map added columns to custom fields in TaxDome or create new custom fields to map these columns to. 

5. Skip all the other import steps. Once the import is finished:

• Per accounts : Duplicato accounts non sono creati. Esistenti account i campi personalizzati vengono aggiornati.

• For contacts: Duplicate contacts are created. To include custom fields values for existing contacts, go to Clients > Contacts from the sidebar menu, click three dots at the top right, and click Merge duplicates.

Cerca per contenuto del campo personalizzato

Puoi cercare un contatto specifico o account contenuto del campo personalizzato utilizzando una parola chiave:

• Type in the search field within the Clients > Contacts or Clients > Accounts pages. Press enter on your keyboard to view your search results. Click the X in the search field to clear it.

• Click the search button on the top of any page, type in the search field, then review the results in the Accounts and Contacts tabs.

Nota

You can’t search for custom fields of the date type. Read more about custom field types .

Utilizzare campi personalizzati

Custom CRM fields not only allow you to store and display unique data tailored to your business needs. They can be used as shortcodes throughout the system, included in PDF invoices , or referenced when requesting IRS transcripts.

COME shortcodes

Custom fields are used as shortcodes , or dynamic data, to add recipient-specific text, such as a person’s birthday or phone number when communicating with clients or working on jobs for them. It’s extremely useful when using templates and/or sending emails, messages, invoices etc. in bulk.

Nella tabella sottostante, scopri dove utilizzare account e contatta i campi personalizzati come shortcodes :

Mancia

For your individual clients, we recommend adding each client’s first name, last name and address as account custom fields during import. This will allow using this info as shortcodes in message and proposal templates where contact fields are not supported.

For example, if you use the custom field Estimated tax payment in an email template, the recipient will receive an email with their estimated tax payment (if that custom field has been filled out in their contact details).

Durante la richiesta IRS trascrizioni

You can use contact custom fields to simplify requesting IRS transcripts . Once you have custom fields added to contacts and filled in, this info can automatically be transferred to the corresponding fields when you request transcripts. 

Condividere

Collegamento copiato