User Defined Fields

The User-Defined Fields (UDFs) feature in SAM’s Contacts Module provides a high level of flexibility and customisation, allowing businesses to tailor contact management to their specific operational needs. These fields empower administrators to create custom data points that align with unique business requirements, ensuring that all critical contact information is accurately captured and easily accessible within the contact records.

Customising UDFs

To ensure data consistency and accuracy, only administrators can make changes to UDFs. If specific information is essential for managing contacts effectively, administrators can easily add the required fields through the administration module, ensuring that all relevant data is systematically recorded.

Populating UDFs

To populate User-Defined Fields within a contact record:

1. Select the desired contact from the Contacts List.
2. Navigate to the UDFs menu option and select it.
3. When the popup window appears, enter all the necessary details into the provided fields.
4. Click Save to securely store the additional information as part of the contact record.

Key Benefits of UDFs in the Contacts Module

• Enhanced Customisation: Adapt the contact management process to capture the exact information your business requires.
• Comprehensive Data Storage: Ensure all relevant contact details, beyond standard fields, are documented and readily available.
• Improved Relationship Management: Gain deeper insights into contacts by tracking customised data points unique to your operations.
• Operational Efficiency: Streamline contact management by centralising critical information for quicker access and informed decision-making.

By utilising User-Defined Fields in SAM’s Contacts Module, your business can optimise contact tracking, improve data accuracy, and ensure that contact management processes remain dynamic, flexible, and aligned with business goals.