Multi-Line Text Area for Custom Fields in Outplay
Outplay now supports the Multi-Line Text Area field type, allowing users to create custom fields for Prospects, Accounts, and Opportunities. This feature enables users to store longer text inputs, making it ideal for detailed notes, descriptions, and additional context.
Allows users to store detailed information in custom fields.
Enhances data collection by supporting multiple lines of text.
Improves record-keeping for Prospects, Accounts, and Opportunities.
Go to Settings in Outplay.
Click on Custom Fields under the relevant section (Prospects, Accounts, or Opportunities).
Click on Create Custom Field.
In the Field Type dropdown, choose Multi-Line Text Area.
Enter a Field Name that defines the purpose of the field.
Click Save to create the field.
The custom field will now be available when adding or editing Prospects, Accounts, or Opportunities.
Users can enter detailed text information in the multi-line text area.
Admins can modify field settings anytime from the Custom Fields settings.
Multi-Line Text Area fields are ideal for storing notes, comments, and extended descriptions.
This feature provides more flexibility for managing in-depth information within Outplay.
With the Multi-Line Text Area field type, Outplay enhances customization and data management, making it easier to handle comprehensive information effectively.
Benefits of Multi-Line Text Area Fields
Allows users to store detailed information in custom fields.
Enhances data collection by supporting multiple lines of text.
Improves record-keeping for Prospects, Accounts, and Opportunities.
How to Create a Custom Field with Multi-Line Text Area Type
Step 1: Navigate to Custom Fields
Go to Settings in Outplay.
Click on Custom Fields under the relevant section (Prospects, Accounts, or Opportunities).
Click on Create Custom Field.
Step 2: Select Field Type
In the Field Type dropdown, choose Multi-Line Text Area.
Enter a Field Name that defines the purpose of the field.
Step 3: Save and Apply
Click Save to create the field.
The custom field will now be available when adding or editing Prospects, Accounts, or Opportunities.
Users can enter detailed text information in the multi-line text area.
Additional Notes
Admins can modify field settings anytime from the Custom Fields settings.
Multi-Line Text Area fields are ideal for storing notes, comments, and extended descriptions.
This feature provides more flexibility for managing in-depth information within Outplay.
With the Multi-Line Text Area field type, Outplay enhances customization and data management, making it easier to handle comprehensive information effectively.
Updated on: 13/02/2025
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