Property allows for the creation of custom fields for all your Contacts, Tickets, Tasks and Deals. You can customize your data exactly to your specific needs which saves you valuable time. You can create a data field required for specific projects within cards so that your organization can work effectively in unison.
Customize your data exactly where you wanted
With the property plugin, you can match the data fields of forms to be filled out for your leads & clients and the fields that you need in your customer database in your system. So it can save a great deal of your time and costs.
Create data field required for unique cases of projects, so that can make life easy
You can create a data field required for specific projects within task/ticket/deal cards so that all team members can work effectively together.
Import/Export a massive amount of data using your custom fields from/to your erxes project
Custom properties can be used to organize information, which is useful when importing and exporting data.
The Property plugin is available at erxes marketplace for all users when you get started with erxes. It comes with the Form plugin for free, as it’s one of the core plugins erxes provides.
⚙️ Self-hosted client, please go to the plugin installation documentation to install the Form plugin after installing the erxes XOS.
💻 SaaS clients, when you sign-up for the erxes the Property plugin will be there already, so just follow this guideline to get started with this plugin.
The Property plugin can be found in the settings section on the bottom left side of the screen. By selecting the Property tab, you can access the property plugin.
Here you can see that the Erxes platform allows users to register their databases with the following category types:
- Contact: Customer, Companies, Conversation Detail, Device Properties.
- Cards: Ticket, Task, Deal includes Sales Product & Services.
Once you enter the Property plugin, you can see that the customer property already has basic information about customers. You can modify or create new groups and property fields.
By entering contact properties you and your customers can readily and conveniently view the customer/client's information. These properties also apply to the Ticket, Task, Deals section of the Properties page and you can create customized properties for them as well.
LET’S GET STARTED
Step one. Creating custom properties in Contacts.
Step two. Creating custom properties for Ticket, Task, Sales Pipeline.
All of creating, editing, and deleting are the same.
Property types to be explained
After creating the group, you will need to add properties to populate the group. When you select the Add Property, you will have a pop-up menu of the Add Property. Within the Form menu, you will see the Type section. Within the Type section, you will have the following options:
- Input: This is an option for entering simple and short texts.
- String List.
- Object list.
- Text Area: This is an option for entering lengthy texts.
- Select: This is an option for creating a list with multiple options that you will select one from.
- Multiple Select: This is an option just like Select but with multiple selections.
- Checkbox: This is an option for creating a checklist you can select from.
- Radio Button: This is an option for creating a list with a radio button.
- File: This is an option created for attachments.
- Customer: This is an option for selecting customers.
- Location/MAP
- Select product category
Step Three. Creating custom properties for Forms.
✌️ Enjoy your journey with the Property plugin!
