In this article we explain how to add to MOGU the information your agency needs and that does not come as standard, and how to use it afterwards to filter.
Custom fields work the same way on contacts and on opportunities, so what this article covers applies to both.
What they are for
MOGU comes with the data any agency needs: name, email, destination, amount. But every agency has its own. An inbound operator might need to know the source market; a groups agency, the school or the company; another one, simply how the customer heard about us.
That is what custom fields are: information of your own, that only makes sense in your business, and that you can filter by afterwards.
Create a field
On any contact or opportunity record, find the My fields section and open its options menu. Click Add field.
There are only two things to decide:
The title, which is how you will see it on the record and in the filters.
The type, which determines what can be stored and how it is filtered afterwards.
There are four types available:
Text — free text. For whatever does not have a closed list of values.
Number — figures. Lets you filter by ranges.
Select — one option from a list you define yourself, each with its own colour.
Multi-select — the same, but letting you tick several at once.
It is worth thinking about the type for a moment before creating the field. Select is almost always better than Text when the values are limited: if you leave "how they heard about us" as free text, you will end up with "Instagram", "instagram" and "IG" as three different values, and filtering will stop being useful to you.
Once created, the field is available on every record of that type, not just the one you had open.
Filtering
With Filters, both on contacts and on opportunities, you narrow down what you see. On top of the standard filters — stage, agent, amount, dates — your custom fields appear automatically, with nothing to configure.
How you filter depends on the type of field: the select ones give you the list of values to tick, and the number ones a range with a minimum and a maximum.
Filters stack up, and the counter on the Filters button tells you how many you have on — useful, because it is easy to forget one and think you have lost records. Clear filters removes them all at once.
One warning that saves a scare: the filter stays applied even if you switch tabs or come back later. If half the list is missing one day, look there first.
Now that you know how to create your own fields, you can move on to: