1. To begin, click on the configuration button. This is where you’ll manage all your CRM fields.
Fields belong to specific types of relations and activities, such as Organisations, Persons, or Customers.
When you add a field to a relation or activity, it appears only within that context. For example, if you create a field for Organisations, you’ll see it every time you view or edit an Organisation record. If you add a field to Contacts, it’s shown only with Contact records. This helps make sure you’re collecting the right information in the right place, so data stays clear and relevant for your team.
“Organisations” and “Persons” contain fields that appear on every organisation or person card, including those for your own company and employees. These fields capture general information such as name, address, and relation number. In contrast, contact persons, commercial relations, and other specific organisation or person types include their own dedicated fields designed for their unique data needs.
2. Choose the relation or activity level to which you will add your field. For example, Contacts.
Click to open the list of contact fields, then click on the Fields tab.
When you open the list of fields for a relation or activity, you’ll see pre-existing, default fields provided by Tribe. The built-in fields capture essential information such as names, email addresses, or role. This is provided to streamline your workflow and help you when designing a card. While these fields can't be deleted, they can be slightly modified, for instance, by creating a filter or hiding them if irrelevant for your needs.
Note! Different relations and acitivities will have different default fields.