Custom fields are an essential tool to gather specific customer information that goes beyond standard data points. These fields allow you to capture unique details that are important to your business, such as customer preferences, or any other relevant data that supports your marketing, sales, or customer service efforts. This customization helps you better understand your audience, refine your strategies, and ultimately improve customer satisfaction and loyalty.
Fields #
Upon accessing the Custom Fields tab within the Settings section, you will encounter a detailed compilation of every custom field that has been established to date. This comprehensive overview allows you to effortlessly review and manage all your created custom fields in one place.
Search #
You can quickly locate the desired custom field by utilizing the search bar feature. This efficient tool eliminates the need for time-consuming scrolling through lists, streamlining the process of finding specific custom fields within your records.
Object Filter #
The object filter tab allows you to customize which custom fields are displayed. Your options will be:
- Contact: Shows only the custom fields created within the Contacts folder.
- Opportunity: Displays the custom fields in the Opportunity Details folder.
- Company: Filters and shows only the custom fields created in the Company Info folder.
- Custom Objects: Displays the custom fields created within the Info folder of your custom object.
By using these filters, you can efficiently manage and view custom fields based on your specific needs.
Field Actions #
The checkboxes let you move multiple fields into a folder. You can select just one custom field or multiple fields.
Field Name #
Within this column, you will find the labels assigned to your various custom fields.
Field Type #
This column indicates which type of custom field the entry is.
Folder #
In this section, you’ll find the folders associated with each of your custom fields. This feature allows you to easily identify which folder is linked to a specific custom field.
Unique Key #
The Unique Key serves as an identifier when obtaining data through webhooks or incorporating custom information into communication channels such as emails and text messages. This key is generated automatically, taking the format based on the name assigned to your custom field, ensuring a seamless integration process. By clicking on the dual square icon, you can effortlessly copy the unique key and subsequently paste it into your desired location.
Created On #
In the Creation Date column, you’ll find the specific date and time at which each custom field was initially generated.
Actions Menu #
On the right hand you’ll find the action menu which allows you to:
- Edit: Click this option to modify your custom field.
- Delete: Click this icon to remove a custom field. Please note that once deleted, the custom field is permanently removed and cannot be recovered.
- Move to Group: Use this option to transfer the selected custom fields to a different group, organizing them as needed.
Folders #
To view the folders you have created, click on the Folders tab. Here you will see a list of folders you have created.
Filter #
By choosing an object, you can filter and display the relevant folder associated with that particular object, allowing for a more focused and organized view of the data.
Search #
You can quickly locate the desired folder by utilizing the search bar feature. This efficient tool eliminates the need for time-consuming scrolling through lists, streamlining the process of finding specific folders within your records.
Hamburger Menu #
You can use this icon to drag and drop the folders you’ve created, allowing you to easily reorganize them as needed.
Folder Name #
This column displays the name of each folder, providing a clear and organized view of your folder structure. This organization enhances your ability to locate and work with specific folders efficiently.
Fields #
Here you can see the number of fields created inside each folder shown in the list.
Created On #
This column will show the date and time when each folder was created.
Folder Actions Menu #
The actions you can perform on folders are:
- Rename: Allows you to rename the folder to better reflect its contents or purpose.
- Delete: Enables you to delete the selected folder. Be aware that this action will permanently remove the folder from your records.
These options are available only for folders you have created and will be unavailable for the inbuilt system folders.
Adding a Folder #
You can create a new folder for your custom fields by selecting the ‘Add Folder’ button.
Adding a Field #
To create a custom field, locate and click the green “Add Field” button at the top right of the screen. A popup will appear, allowing you to enter all the necessary details to add your custom field.
Custom fields let you tailor your data collection to suit your needs perfectly. With efficient tools for managing and organizing them, you can ensure your customer insights are both detailed and actionable.
Frequently Asked Questions #
Where do I view all my custom fields? #
Open the Custom Fields tab within the Settings section to see a complete list of every custom field that has been created.
How can I filter which custom fields are shown? #
Use the Object Filter to display fields by Contact, Opportunity, Company, or Custom Objects, narrowing the view to the records you care about.
What is the Unique Key used for? #
The Unique Key identifies a field when pulling data through webhooks or inserting custom information into emails and text messages. It is generated automatically from the field name and can be copied with the dual square icon.
Can I move custom fields between folders? #
Yes. Use the checkboxes to select one or more fields, then use the Move to Group action to transfer them into a different folder.
What happens when I delete a custom field or folder? #
Deletion is permanent. A deleted custom field or folder cannot be recovered, so confirm before removing it.
Can I rename or delete the built-in system folders? #
No. Rename and Delete actions are available only for folders you have created; the inbuilt system folders cannot be renamed or removed.
