Administration – Extras Tab

Every business is different, and your office may organize its staff uniquely or reference specific information for each staff member. In BNTouch, you can create and customize extra fields for your user accounts in the “Extras” Tab of the Administration menu. In the User Menu in the upper-right corner of the screen, click “Administration,” then open the “Extras” tab. Only administrative users can access this area of the CRM; please contact your administrator if you need help and do not have access.

Here, you’ll see a list of all users for your BNTouch account sorted by name. For each user, ten fields will appear to the right. These fields can be used to track whatever type of information you want for your staff. For example, you can use these custom fields for user-specific loan application links, Zillow review pages, or other pieces of information that are important to your business. Also, you can use HTML tags in the fields, which can be helpful for including images, links, and more.

These fields can be used for whatever you need, and the information listed for them can be used via metatags through your CRM just like any other data field. Using each numbered field for a consistent type of data is recommended, as this will make metatags for that information more reliable. For example, if you use “Extra Field 1” for one user’s portfolio website address, you should use that field for that purpose for other users, too. This way, whenever you use the “##EXTRA_FIELD_1##” meta-tag, the user’s portfolio site will populate.

If you make any changes to fields on this list, they will only be saved if you click the “Update Information” button below. If you cannot see all of the fields in this list, you can use the scroll bars to change which fields display; the username and account type will still be visible when you do so.