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New: Custom Field Groups Explained. Plus we’re hiring.

An incredibly powerful inclusion in this mammoth release we’re working up to is the new custom fields tool.  WORK[etc] has had custom fields for a long time, but their heritage was hack-like; they just always felt like they’ve been tacked onto the main the product.

Daniel Barnett [2012-02-13]UPDATE: We’re now taking registrations for the beta

So this new development brings custom fields right to the forefront; making them seamless within WORK[etc] from a user interface and functionality perspective.

For those that are new to WORK[etc], think of a custom field as a database entry that is specific to your business.  It is a way of customizing WORK[etc] to capture what is specific to your business and display that information inside of WORK[etc] where it is of most use to yourself and your team.

The big improvements include:

  •     create a group of custom fields and assign that group to a module
  •     pre-defined custom group types such as selection lists and labels
  •     much improved (and centralized) setup of custom fields
  •     ability to search on custom fields

Scenario

Lets say your business sells and services office water coolers.  To ensure your sales team has all the information at hand, you create a custom field group called Opportunity Profile.  In this group you would then create the following custom field types:

  •     Product List – display options for the type of water coolers that lead currently has
  •     Date picker – create a date that the lead indicated they might be looking for a new supplier
  •     Labels – to designate what industry the client may be in
  •     Number Field – provide the number of people working at the leads location

Setting up these fields is a simple drag ‘n drop to arrange the fields and then enter in the field name, options and descriptions:

Click to Zoom

Each custom field then has its own set of options.  For example, the new “labels” custom field lets your user create color coded labels to flag items:

Click to Zoom

And then the custom field group is displayed on the activities selected.  To enter data, just click on the field group and they all become editable.

Here is how our Water Cooler scenario displays on Sales Leads:

And this is how the same information displays on Project pages.  In this screen grab, note how the help glyph is used to provide instructions or further information for the end-user:

This whole Custom Field Group development we’re working on is closely tied to the Saved Views and Permissions projects which will all be released into beta at the same time.  The 2012 Roadmap has us making this available in February and it feels like we are maybe even a little ahead of schedule with this (touch wood).

Expand Text Fields

We snuck this little change in late last year but never announced it outside of the forums.  Whenever you see a text field in WORK[etc], you can now grab the handle on the bottom right hand corner and drag it out to give you more space to write.

We’re Hiring

I’m looking for existing WORK[etc] users who are interested in working with us on:

  • Customer support – must be located in either East Coast of USA (USA – Eastern Standard Time) or Australia.  The role is remote, using Skype voice and GoTo Meeting to help support other WORK[etc] customers.
  • Developer / Engineer – we’re looking for a senior .net/C# developer with extensive middleware/integration experience or ERP-like experience, particularly with products like Salesforce, Netsuite, SAP etc.  The role is remote and location must be either USA, Australia/NZ or Europe.
  • Writer for Help Documents – we have close to 100 pages of support articles that need writing up.  Each page comes with a video, so it is a matter of understanding the concept and providing a written version alongside the video content.  This is a casual position, remote.

If any of these sound interesting, make sure you are already a WORK[etc] user and email support for more details.

– – – – – – – – – – – – – – – –

More details on our product development next week…

See all

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