What is a Custom Field

A Custom Field is a field that a customer wishes to add to MonetizeNow that is not used in MonetizeNow's internal logic.

Common Use Cases

Approval, validation, or conditional term logic on Quote

Example: A company wishes to include legal language on the Quote if a customer agrees to participate in a case study. If a customer does not agree to participate in a case study, the company wants the Head of Marketing to approve.

Solution:

• Create a custom field called Case study opt in
• Create a Conditional Term to insert legal language automatically when Case study opt in = TRUE
• Create an Approval Rule to require Head of Marketing approval if Case study opt in = FALSE

Approval, validation, or conditional term logic on Quote with CRM data

Example: A company wishes to have different quote approvers depending on the segment (e.g. Enterprise, Mid-Market), which is a field in Salesforce CRM.

Solution:

• Create a custom field called Segment with type of 'Single Line Text' on MonetizeNow Quote object
• Set up Salesforce Field Mapping to map the Segment field from Salesforce Opportunity to the Segment custom field on MonetizeNow Quote
• Create an Approval Rule(s) using the Segment custom field with different approvers depending on the segment

Objects with Custom Fields

Custom Fields can be created in MonetizeNow on the following objects:

• Account
• Bill Group
• Contact
• Contract
• Credit Note
• Invoice
• Offering
• Product
• Quote

Data types of custom fields

• Checkbox
• Date
• Number
• Single Line Text