With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

Get the Guide on Moving from spreadsheets to software.

Get the guide

Want to join us? Become a partner. 

Become a partner

Tip of the Week: Use custom fields to record important client data


Did you know that creating custom fields in your contacts allows you to record any information you want against clients, leads and suppliers? But why, exactly, is that so awesome?

Here are four reasons why you should be creating a powerful database using custom fields in your client records - as well as a short video with instructions on how you can easily set up your own:

1. Create business reports

Custom fields gives you unlimited possibilities of customising specific information and data that you can then collect using filters and report on in WorkflowMax.

2. Easily find information

You make it much easier for yourself to find relevant project information related to a particular client - information such as payment terms, billing information, or important links such as websites, social media or documents.

3. A more personal experience for your clients

Recording client information helps you deliver an even better, more personalised experience to your customers. Impress them with your ability to remember birthdays, work anniversaries, important business milestones or relevant personal information such as interests, hobbies or favourite sports teams!

4. Target your marketing

Filter your contacts, for example by industry, age, interests or business size, and then create more targeted marketing or lead nurturing campaigns suited to a specific audience.

If you’re not yet making use of custom fields, then here’s a short video that explains how you can create custom fields for clients, contacts and jobs - and if you think this video is pretty handy, then you’ll be excited to hear that it’s part of a whole suite of helpful video content called WorkflowMax TV. WorkflowMax TV is set for launch on Thursday 26 February 2015, and we very excited to share it with you!

WFMTV features tutorials and case studies to help you understand everything you need to know about WorkflowMax and get it optimised for your business! Keep an eye on the blog for more news soon!

Do you have any questions you’d like to see answered in our ‘Tip of the Week’ posts? Post them in the comments below!

Try WorkflowMax today with a 14 day free trial

It’s easy - no credit cards, no contracts. Start today.

Start free trial
Genny Stevens
Genny is responsible for creating all WorkflowMax educational content. Before joining Xero, she had a digital publishing business, wrestled small business accounts into submission, managed restaurants, & cooked in professional kitchens. Although her background seems disparate, the underlying thread is communication - be it an educational video, an engaging article, or working with big teams.

Genny Stevens