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Custom Fields & Data Imports

Custom Fields in SET

SET knows that not every business is the same, which is why each account can be easily customised to suit your business needs. Custom fields can be added to your account to suit the way your business works and the data you store. Custom field types can vary, with options such as a simple text box, drop down fields, check boxes or date fields. If you are not sure how your data could fit into a custom field, contact us and let us know!

Custom Fields can be added to the following records:

  • Contacts
  • Organisations
  • Opportunities

Data Imports in SET

We can import data into your account for you through an Excel spreadsheet containing your data. If you have any data you would like to be imported into your SET account, contact your account manager or our support channel and send the data over to us in an Excel spreadsheet. We can create custom fields in SET of the following types:

  • Text Fields
  • Number Fields
  • Currency Fields
  • Date Fields
  • Links to SET Contacts, Organisations and Opportunities
  • Drop-Down Boxes
  • Check Boxes
  • Multi-Select Check Boxes
  • URL Hyperlink Fields

For more information on this please contact support@setforbusiness.co.uk.

Updated on February 19, 2021