Beamery makes customization simple. Create new custom fields and edit them to make sure you have quick access to the information that you need and manage. You can create new fields, edit existing custom fields, and choose which user permissions should have access to each custom field.
Note: Only Admin users have the ability to create and manage custom fields.
How to Create a New Custom Field
First, navigate to Settings by clicking your name at the top right-hand side of your screen and the choosing Settings. Then select Custom Fields from the menu on the left.
The Custom Fields page includes a list of all existing custom fields arranged in custom fields folders, as well as the option to create a new custom field or folder. It is also broken down into two types, CRM and Events (for those customers with the Events module).
To create a new custom field, click the Create Custom Field button. In the modal that appears, give your new custom field a name, and assign the custom field to a folder if desired.
Then, in the User Permissions section, select the user types that you wish to be able to see the custom field and its values. By default, new custom fields are visible to all user types. Removing a permission type from this section will make it so that any user with that permission will not be able to see that custom field or its values anywhere in Beamery.
Single Select Custom Fields
Then select a Type for your custom field. Clicking Single Select will create a field where the values are a set of predefined options, and this field can hold a maximum of 1 value at a time. Once you select this field type, you will see the option to enter the values at the bottom of the modal window. An example of such field could be "EU National?" with the values "Yes", "No", "Dual Nationality". Enter the values in the boxes below "Drop-down". The maximum number of dropdown options for a single-select field is 2000.
Multi Select Custom Fields
Clicking Multi Select will create a field where the values are a set of pre-defined options, and this field can hold multiple values. Once you select this field type, you will see the option to enter the values at the bottom of the modal window. An example of such field could be Desired Location with the values "United Kingdom", "United States", "France", "Germany", "Italy", "Canada". The maximum number of dropdown options for a multi-select field is 2000.
Short Text Custom Fields
Selecting Short Text will create a field where the value can be any free text input.
Date Custom Fields
Selecting Date will create a field where the value will be a date. The entry of a value involves typing a specific date or selecting it from a date-picker.
Once you are happy with the settings on your new Custom Field, click Save.
Managing Custom Fields
Custom Field Folders
Custom field folders allow you to organise custom fields logically. To create a custom field, click on the Create folder button, name the folder, then click Save. Any custom fields not assigned to a folder will be in a default folder called Uncategorized.
To see the custom fields in a folder, click Show on the right-hand side of a folder. To edit the folder a custom field belongs to, click on the three dots on the right-hand side of that field and select Edit. This will open the Custom Field modal, in which you will be able to change the folder.
Editing Custom Fields
To find and edit a custom field, search for it in the Search Bar along the top of the Custom Fields page. Then, click on the three dots on the right-hand side of the field. This will open the Custom Field modal in which you will be able to edit its properties, such as name, type and visibility.
NOTE: changing the type of a Custom field may result in loss of data if the field is already in use. Please consider any edits to the type and content of fields carefully and if you are unsure of the best course of action, contact email@example.com.
Deleting a Custom Field
To delete a Custom Field, click on the three dots on the right-hand side on the field. Deleting a Custom Field may result in loss of data if the field is already in use, so you will be asked to confirm that you are happy to proceed with the deletion. Once you have done this, the field will be deleted along with any data it may have contained on contact profiles.
Hiding and Moving Fields in Your People Grid
All custom fields you create will also be available as columns within the grid view of the CRM module.
To hide a custom field column on the People Grid, click on the Show Columns button in the upper right, then uncheck the box located next to the field you wish to hide. The information will not be lost, however, the field will be hidden from your view.
Like with any column, you can click and hold the column header of the field and drag it left or right to change its position within the grid view.
To pin a column, click on the button with the three lines to the right-hand side of the column name and select Pin Left or Pin Right. To unpin a column, click on the same button and select No Pin.
Editing Field Order and Visibility
The order in which custom fields appear in a candidate profile can be controlled in Settings. From the Custom Fields section within Settings, click on the three dots to the right of the custom field you wish to move. You will see options to either move the field up or down. The order in which custom fields are displayed in the Settings will be the same on a contact profile and within the Beamery Extension.
The visibility of custom fields can be controlled by setting permissions at the field level. To edit the visibility of a custom field, click the three dots to edit it, then click the 'x' next to any user permission type you do not wish to be able to see that field.