How Do I Create Custom Project Fields?

Loopio allows you to create custom Project fields, which provides you a way to add specific details to your Projects like product line or dollar amount. This allows you to generate more customizable reports and better understand Project trends.

What you're able to do with Custom Project Fields:

• Create, edit and delete custom fields in the Admin tab
• Update custom fields while creating a new Project, or under Project Details
     
• See custom fields represented in your Project Reports

To Create Custom Project Fields:

1. Click Admin in the top navigation bar
2. Click Custom Project Fields
   
   
3. Click Create a Custom Project Field
   
4. Enter your Custom Field name
    

   Tip: Adding instructions is optional. The field will appear as a normal text field to users adding additional detail when creating a Project.

5. Click on the Checkmark and you're all done!

For more information on mapping Custom Project Fields to Salesforce fields, read more: Can I Map Custom Project Fields using the Salesforce Integration?