Understanding Fields is one of the most important aspects of using Wire. Fields let you set up information in categories that will help you sort, build lists and keep track of information in the future. There are several ways to set them, but we’re going to go over what Wire has to offer with its built-in Fields.
By default, Wire offers the following key fields by which you can sort your contacts:
But what if you need another Field that you don’t see in this list? Maybe you want to keep track of what type of customers you have, set contact preferences, or any number of other possible options.
Another thing to consider is that maybe you have information already, like categories, or Fields, that don’t exist in your pre-set Fields. This can be in a spreadsheet file for the File Upload version, or a text document you’d use for the Cut and Paste option. You’ll need to add these Fields now before you go to do a large import.
If you have a column header that says, “Job Title” for instance, then you’ll need to add this Field before you upload your .csv file or paste in your text.
Here’s how to add a Field in Wire:
That’s just a simple way to introduce the concept of Fields and how to import them into your Wire account. As you go along, and get used to the program, you’ll find out what kind of information helps you understand your connections better. It’s totally up to you, but remember, setting up your Fields ahead of time will only help make the process go a lot smoother.
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This entry was posted in RenMind Wire on its very own Wire Blueprint feed on May 22nd, 2016 by Bryan Buckles. RenMind: Built in Omaha, Nebraska.
518 N 40th St
Omaha, NE 68131