Custom Form Fields in Cogmento CRM

Cogmento CRM offers the flexibility to go beyond standard fields by allowing completely custom form fields to be added to an account’s forms. This feature enables businesses to tailor the CRM to meet their specific operational requirements.

What Are Custom Form Fields?

Custom form fields are specially developed user interface (UI) elements that can be added to forms within your Cogmento account. These fields go beyond basic inputs like text fields or dropdowns to provide highly interactive and specialized tools designed for unique business use cases. This applies to both regular data entry forms within the CRM, as well as any custom data collection forms you create in your account.

This functionality requires custom development (and might incur additional cost), but the flexibility of this feature ensures that any type of user interface element can be implemented.

Examples of Custom Form Fields

Here are a few notable examples of how businesses have utilized custom fields in Cogmento CRM:

• Diamond Certifier:

  • Custom Field: A field that pops up the shape of the diamond being certified.
  • Functionality: Users can mark blemishes or other imperfections directly on the diamond’s shape, creating a visual record for certification purposes.
• Google Address Lookup Integration:
  • Custom Field: A field integrated with Google’s address lookup functionality.
  • Functionality: Users can begin typing an address, and the field auto-completes using Google’s database, ensuring accuracy and ease of entry.

• Car Hire Company:

  • Custom Field: A field that displays an outline of a car.
  • Functionality: Users can mark any scratches or damages directly on the car’s outline. This visual representation helps maintain a detailed and precise record of vehicle condition.

Benefits of Custom Fields

• Personalization: Tailor forms to reflect your specific business processes and data requirements.
• Enhanced Interactivity: Introduce dynamic and visual elements that improve usability and data accuracy.
• Operational Efficiency: Streamline workflows with fields that are purpose-built for your unique needs.

How to Get Started with Custom Form Fields

If your business could benefit from a custom form field, here’s how to get started:

• Reach Out: Contact the Cogmento CRM support team or your account manager with your specific requirements.
• Proposal: Our team will assess the requirements and provide a detailed proposal, including the cost and timeline for development. Development: Once approved, our development team will implement the custom field in your account.
• Deployment: After thorough testing, the custom field will be added to your forms and ready for use.

Custom form fields in Cogmento CRM allow businesses to push the boundaries of standard CRM functionality and create a system that works perfectly for their unique use cases. For more information or to request a custom field, don’t hesitate to contact us!