Custom fields let you collect specific customer information beyond the standard data points. They're for capturing details that matter to your business, such as customer preferences or any other data that supports your marketing, sales, or customer service. Getting this right helps you understand your audience better, sharpen your strategies, and improve customer satisfaction.

Fields

In the Custom Fields tab within Settings, you'll find a full list of every custom field you've created so far. From here you can review and manage them all in one place.

Use the search bar to find a specific custom field quickly, without having to scroll through the full list.

Object Filter

The object filter lets you choose which custom fields to display. Your options are:

  • 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.

These filters make it straightforward to find the fields relevant to whatever you're working on.

Field Actions

The checkboxes let you move multiple fields into a folder at once. You can select just one or several at a time.

Field Name

This column shows the label assigned to each custom field.

Field Type

This column shows the type of each custom field.

Folder

This column shows which folder each custom field is assigned to.

Unique Key

The Unique Key is the identifier used when pulling data via webhooks or inserting custom information into communication channels such as emails and text messages. It's generated automatically based on the name you give your custom field.

Click the dual square icon to copy the unique key and paste it wherever you need it.

Created On

This column shows the date and time each custom field was created.

Actions Menu

On the right, you'll find the actions menu, which lets you:

  • 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, organising them as needed.

Folders

Click the Folders tab to see a list of all the folders you've created.

Filter

Select an object to filter the list and show only the folders associated with it.

Use the search bar to find a specific folder quickly, without having to scroll through the full list.

Hamburger Menu

Use this icon to drag and drop your folders into a different order.

Folder Name

This column shows the name of each folder, giving you a clear view of how they're organised.

Fields

This shows how many fields are inside each folder.

Created On

This column shows the date and time each folder was created.

Folder Actions Menu

The available actions for 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 only available for folders you've created; they won't appear for the built-in system folders.

Adding a Folder

Create a new folder by clicking the 'Add Folder' button.

Adding a Field

To create a custom field, click the green "Add Field" button at the top right. A popup will appear where you can fill in the details.

Custom fields let you tailor your data collection to suit your exact needs. The management and organisation tools mean your customer insights can be as detailed and actionable as you need.