Custom fields can be used to store information for which Vincere doesn’t have a default field. For example, if you recruit for an industry where Candidates need to meet certain compliance requirements in order to be considered for a role, custom fields can be a great way of recording whether the Candidate is compliant. Or if you want to record how much experience a Candidate has in a particular Job function – for example, the amount of time that’s passed since they received a particular professional qualification – you could store this information inside a custom field.
Custom fields are then fully searchable in both Boolean and Advanced Search. This can ensure that the wrong people aren’t accidentally shortlisted for a Job or added to a mailing list.
Check out the video below for more info on how to get going and set these up:
To add custom fields to a record type inside Vincere, go to Settings and then Field Configuration
Here, you can choose what type of record you want to add a custom field to – Companies, Contacts, Jobs and Candidates. Once you’ve decided which record type to add a custom field to, drag and drop the type of custom field you want to add from the Tools menu. You can add eight types of custom fields to a record inside Vincere:
- Single line text field – this is a short, free text field, perfect for recording information that can be entered quickly and easily.
- Multi line text field – this is a longer free text field.
- Checkboxes – checkboxes allow you to select multiple options from a list that you create. When searching across checkboxes users have to select one of the options that you’ve created when configuring the checkboxes.
- Multiple Selection - these allow you to select more than one option from the field.
- Dropdown lists – these allow you to add a number of pre-defined options for completing the field. When filling out a dropdown box custom field, users can only select one of the options and when searching across this field, you’ll have to select one of these options.
- Radio Buttons – radio buttons function in the same way as checkboxes, with the difference that you can only select one option from a radio box custom field. In this way, radio boxes are very similar to dropdown boxes and searching across them works in exactly the same way.
- Single line date picker – this allows you to enter a date into the custom field. When you’re searching across a single line date picker custom field, you can search for records which fall inside or outside a certain date range.
- Table - allows you to add custom fields into a table
Once you’ve chosen which type of custom field you want to add simply click onto it and it'll appear in your list of custom fields.
Next you need to give it some character and configure this field for your company. Press the edit button on the custom field, give it a name and choose any relevant options for the field.