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Bring your own custom data fields across to WORKetc. Define field types and associate with projects, sales leads, help desks, contact records and more.
Access all your custom real-world data right inside your WORKetc project, sales, support and billing activities.
Seamless Integration of Your Unique Data
Every business has its own distinctive information that needs tracking. With Custom Fields you can include that crucial data seamlessly into your workflows. It's about adapting the tool to your specifics, not the other way around.
Your Data, Your Rules
Pre-defined fields often miss the nuances of your work. With Custom Fields, you get to decide what matters. Add text fields, dates, dropdown lists, WORKetc activities and more. Set granular permissions to finely control across across your team.
How Context Switching Leads to Lost Productivity
Select from 20 different data types and create custom rules.
Populate your new data fields with your existing data or update as you go.
View and work with your custom data right alongside projects, sales, support tickets, invoicing and more.
Ensure your business needs align perfectly with the data you collect. Match your data to over twenty different data types.
Keep track of any type of textual data such as client preferences, service variations, preferred vendors, delivery instructions, decision makers, project feedback, sales objections, legal requirements or any other type of text based information.
Track date and time related custom data such as maintenance windows, contract renewal dates, preferred meeting times, employee performance review dates, SLA times and any other date or time related information.
List selectable options such as your client's regulatory requirements, vendor selection, employee training requirements, preferred payment options, project risk options, service issue types, marketing campaign channels and more.
Directly access images and documents directly inside projects, sales, support cases, contacts, invoices and more. Attach site inspection photographs, client project briefs, creative marketing assets, employee agreements, service reports and more.
Use pre-defined selection lists to track activities such as vendor ratings, project risks, customer priority status, employee skillsets, construction status or any other list-based variables.
Label and tag any work activity or object such as vendor service types, project themes, employee or contractor skills, IT service issues, sales lead sources, industry categories, document types or any other scenarios relevant to your business.
Link and attach existing WORKetc contact records as additional information inside of your projects, support cases, sales leads and other activities.
Insert your existing WORKetc products alongside projects, leads, quotes, support cases and more. For example, link a warranty upgrade product alongside an installation project, or an archive service product inside of a content marketing quote.
Make previous invoices and quotes available anywhere inside of your WORKetc activities. For example, link the client-approved quote directly to a lead, and have it automatically display on the relevant project.
As your business grows and evolves, so do your operational requirements. Custom Fields give you the flexibility to adapt WORKetc to meet new challenges and requirements - and all without touching a single line of code.
Customized Workflows: Capture and display crucial business data with custom fields, enabling your team to focus on essentials for higher efficiency.
Informed Decision-Making: Highlight priorities, track project details, and monitor market insights. Custom fields support smarter decision-making for business success.
Boosted Collaboration: With critical data at their fingertips, your team communicates and collaborates better. Custom fields make achieving goals a shared, simpler journey.
Bring your critical documents and files right into your work activities. Link to contacts, projects, sales and more.
Assign people across multiple teams and create workgroups to keep everyone on track across operations.
Control access to work activities with edit, view and hide permissions. Manage permissions at a granular level.
See how WORKetc can WORK for your business
All-in-one CRM with project management, billing, sales and more.