🧩 Custom Fields Help Guide

Welcome to the Custom Fields section of your account. This powerful tool lets you create and manage fields that store specific information related to contacts or opportunities in your CRM.

Custom fields help personalize communication, trigger automation, and organize data efficiently across your entire account.

🔍 Accessing Custom Fields

1. Go to Settings from the left-hand navigation panel.

2. Click on Custom Fields.

Once inside, you’ll either see a list of existing fields or a message stating that no fields have been added yet.

🧾 What Are Custom Fields?

Custom Fields allow you to:

• Track unique data like Business Name, Street Address, City, or any custom detail.

• Use these fields across contact records, emails, text messages, notes, automations, and more.

• Customize fields per object type: Contact, Opportunity, and (in some cases) Custom Objects.

These fields will appear on the Contact Details Page and Opportunity Records, depending on how they’re configured.

🗂 Organizing Custom Fields

In the main view, you can:

• View All Fields

• Filter by Folders

• View Deleted Fields

Use the upper right-hand corner to:

• Add Folder – Organize fields by object type (Contact or Opportunity)

• Edit Searchable Fields – Admins can select which fields are searchable inside:

  • Global Search

  • Contact Search

  • Opportunity Search

You can reset to default, cancel changes, or save when finished.

➕ Creating a Custom Field

Click Add Field in the top-right corner.

Step 1: Choose Field Type

✍️ Text Options:

• Single Line – For short text (e.g., names, tags)

• Multi-Line – For longer text (paragraphs, notes)

• Text Box List – For entering lists of text separated into distinct values

🔢 Value-Based Fields:

• Number – Standard numerical field

• Phone – Properly formatted phone number

• Monetary – For currency-based values

✅ Selection Fields:

• Dropdown (Single Select)

• Dropdown (Multi-Select)

• Radio Buttons – Single choice

• Checkbox – Multiple selections

📅 Other Field Types:

• Date Picker

• File Upload

• Signature – Digital signature input

⚠️ Field type determines how it can be used in automations and workflows.

Step 2: Name & Configure Field

1. Name the field (e.g., Puppy Name)

2. Select the Object (Contact or Opportunity)

3. Choose the Folder/Group (e.g., General Info)

4. Optional:

   • Add a Placeholder

   • Pre-fill settings for forms/surveys

   • Add a Description

   • Edit Unique Key

✅ Click Save once complete.

📍 Viewing Custom Fields

For Contacts:

• Go to Contacts → Select a contact

• Scroll to the corresponding folder (e.g., General Info)

• Your new field (e.g., Puppy Name) will appear there

For Opportunities:

• Go to Opportunities → Open an opportunity

• Scroll down to see your custom field in its assigned folder

You can also create new folders in the Opportunity section to better organize your fields.

✨ Using Custom Fields in Automation & Messaging

Custom fields can be used as merge fields in:

• Emails

• Text messages

• Pages

• Automation steps

Example:

Let’s say you added a field called Puppy Name.

1. When sending a message, click the plus (+) icon to insert a custom field

2. Select Puppy Name from the list

3. Your message might look like:

Hi {{contact.first_name}}, how is {{custom_field.puppy_name}} doing today?

If the contact has a value saved for Puppy Name, it will automatically fill in. If not, it will appear blank.

🎯 Why Use Custom Fields?

• Personalize every interaction automatically

• Simplify workflows and automations

• Track unique client details without cluttering your default contact fields

• Eliminate the need for manually writing separate messages for each lead