Custom Database Fields

Customize Your Database

Each business is different, therefore, each business will need different data fields that are specific to that particular business.

The Apricot Rocket CRM system makes is VERY EASY to customize your database and collect information that is specific to your business.

First… Lets review the Standard Database Fields

Standard Database Fields

Personal Info Fields:

  1. Email (key field)
  2. First Name
  3. Middle Name
  4. Last Name
  5. Home Phone
  6. Cell Phone
  7. Home Address A
  8. Home Address B
  9. Home City
  10. Home Zip
  11. Home Country
  12. Home State
  13. Birthdate
  14. Spouse Name
  15. Short Description
  16. Facebook Page Link
  17. Twitter Page Link
  18. Linkedin Page Link
  19. Youtube Page Link
  20. Google+ Page Link
  21. Instagram Page Link
  22. Pinterest Page Link
  23. RSS Feed Link

Business Info Fields:

  1. Company Name
  2. Company Contact Name
  3. Contact Title
  4. Contact Phone
  5. Contact Fax
  6. Company Address A
  7. Company Address B
  8. Company City
  9. Company Zip Code
  10. Company Country
  11. Company State
  12. CompanyEmail
  13. Company Website URL

Other Standard Fields:

  1. Record ID #
  2. Record Creation Date
  3. Record Inception Date
  4. Class A – multiple choice single select
  5. Class B – multiple choice single select
  6. Class C – multiple choice single select
  7. Creation Process Type
  8. Email Unsubscribe Status
  9. SMS Text STOP Status
  10. Sub-User Status
  11. Affiliate Status
  12. Affiliate Referral ID
  13. Upgrade Level Status
  14. LEADS Program Status
  15. Total # of RKTT Tokens
  16. # of Redeemable RKTT Tokens
  17. # of Sold RKTT Tokens
  18. Dates of RKTT Token Sales
  19. # of RKTT Tokens Purchased
  20. Dates of RKTT Token Purchases

The above lists of Standard Fields include both data fields that are accessible by Users and data fields that are reserved for system use. All of the above Standard Fields are available for Export and for use in creating Custom Email Templates and Custom Reports.

You can create an unlimited number of Custom Database Fields. The following table details the Custom Database Field Types and some of their properties.

Field Type:

Description and Properties:

Text

The Text field is ideal for use to collect information that is limited in length. This is displayed as a single line of text.

Paragraph Text

The Paragraph Text field is ideal for use to collect information that is more than a short sentence. You can select to display the Paragraph Text field as Small, Medium, or Large field display options.

Multiple Choice

With Multiple Choice you can select one, and only one, of the choices. They are presented in Radio Button format.

Dropdown

A Dropdown field is just like a Multiple Choice field except that rather than a list of choices where you select using Radio Buttons you select from a dropdown list.

Checkbox

A Checkbox field is ideal for situations where you want to make a statement and have the visitor indicate that they understand the implications of the statement by requesting that they check the box.

Group Checkbox

A Group Checkbox is a little like the Multiple Choice except that you can select multiple options on the Group Checkbox.

Date

The Date field type allows you to collect dates using a calendar pick or date input field.

Time

The Time field type allows you to collect a time such as Time of Birth, or Event Time, etc.

Price

The Price field type allows you to collect Price information from people.

Country

The Country field allows you to collect Country information.

Email

You may wish to collect multiple other email addresses from people. Use the Email field to collect these.

Address

The Address field type allows you to collect Address A, Address B, City, and Zip Code.

Phone

Use the Phone field type to collect phone numbers.

Name

Use the Name field type to collect names… such as Nick Name, AKA Name, etc.

Website

You may want to collect a variety of Websites. Use the Website field to do this.

Link

The Link field is used to collect URLs.

Custom Database Field Groups

We discovered that when you create a large number of Custom Database Fields is can become confusing to find them and it helps to group them based on common characteristics.

The “Standard Layout” for Records contains three (3) columns of information. Those are, from left to right:

  1. Personal Information
  2. Company Information
  3. Custom Database Fields

The third column can get quite long if you do not organize your Custom Database Fields into groups and it can become hard to find the information you are seeking.

Example: It is common to create a lot of Custom Forms and to use specific Custom Database Fields for some of these forms. You can create Groups for the Forms and organize your Custom Database Fields into Groups that are named after the Forms. This makes it easy to find your information.