Custom Fields

Custom Fields

Every Record (Companies, People, Deals, or Activities) has standard fields, however, Custom Fields can be added to any record type to capture information more specific to your organization/business.  

To view existing Custom Fields:

1. Go to Settings by clicking on the Gear Icon
2. Navigate to the “Custom Fields” tab under Organization Details on the left-hand side
3. Select Companies, People, Deals, or Activities to view Custom Fields for a specific object 
4. Here you can view the order of how the Custom Fields will appear on the record, the Custom Field type, and whether or not this field is required

To create a new Custom Fields

1. Go to Settings by clicking on the Gear Icon
2. Navigate to the “Custom Fields” tab under Organization Details on the left-hand side
3. Select Companies, People, Deals, or Activities based on which object the new Custom Field will live 
4. Select the blue “Add Custom Field” button in the upper right corner
   
   
   
5. A side panel will appear from the right side of the screen. Confirm for which object you are creating the new Custom Field and select a field type:
   
   a. Text: Allow you to enter up to 255 characters in a fixed single line field (Ex: Contact Role)
   b. Large Text: Allow you to enter up to 4000 characters in a paragraph format (Ex: Account Description)
   c. Numeric: Allow you to enter up to 255 numerals (decimals allowed) in a fixed-height field (Ex: Quantity of X Product Purchased)
   d. Monetary: Allow you to select the currency and the number amount in a fixed-height field (Ex: YTD Sales)
   e. Multi option: Allow you to create several options, and your team can pick multiple from the list (Ex: Products sold)
   f. Single option: Allow you to create several options, but your team will only be able to pick one (Ex: Industry)
   g. Phone: Allow you to enter up to 255 characters in a fixed-height field (Ex: Fax Number)
   h. Date: Allow you to pick a single date from a dropdown calendar (Ex: Last Order Date)
   i. Time: Allow you to pick a single time from a dropdown time picker (Ex: Hour of Opening)
   j. Address: Allow you to enter a location using Google autocomplete, manual entry, or via coordinate pairs (Ex: Billing Address) 
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   Note: Custom Field type cannot be changed after creation. Pin Color / Shape keys can only be created on Numeric, Monetary, Multi, or Single option fields.
   
   
   
   

6. Click the blue Next Step button in the bottom right corner to the Field Set up page. Field Set Up will depend on the type of Custom Field selected. All Custom Field Types will require selecting a name and indicating if this field is required or not
   
   
   
7. Text Fields will allow you to add placeholder text. Single / Multi Select fields will require adding dropdown options for the pick list using the blue “Add option”  button:
   
   
   
   
8. All Custom Field Types will show a preview of what the field will look like when adding/editing a record:
   
   
   
   
9. Click “Next Step” in the bottom right corner to move to the final step of Saving and Sharing. If this field is applicable to all Teams, leave the default selection to “Everyone”. If this field is applicable to specific teams, select “Certain Teams only” and choose which Teams should have access to this field via the dropdown provided
   
   To learn more about Teams, click here
   
   
   
   
10. Click “Save Custom Field” to complete the creation of this field

To edit existing Custom Fields:

1. Go to Settings by clicking on the Gear Icon
2. Navigate to the “Custom Fields” tab under Organization Details on the left-hand side
3. Select Companies, People, Deals, or Activities to view Custom Fields for a specific object 
4. To reorder the way the Custom Fields appear on the record, use the 6 circles on the left of the Field Label to drag the fields to the preferred order 
5. To edit a specific field, click on the row of the Custom Field you would like to edit 
   a. Custom Field Type cannot be edited after the original creation
   b. Choose to edit information such as the Custom Field name, the field requirement, the dropdown options, and the Team permissions/sharing 
   c. Deleting a dropdown option from the picklist will remove all the data for that option from existing records
6. Click Next Step and Save Custom Field in the bottom right corner to complete the edits to this field

To delete a Custom Field:

1. Go to Settings by clicking on the Gear Icon
2. Navigate to the “Custom Fields” tab under Organization Details on the left-hand side
3. Select Companies, People, Deals, or Activities to view Custom Fields for a specific object 
4. Select the trash can icon on the right side of the row you would like to delete
   
   
   
   
5. This action will permanently delete this custom field and its data. Deletion cannot be reversed. This action will delete
   
   a. The custom field configuration
   b. Any values logged for the given field
   
   
6. Select the checkbox if you would to download data from this field to your email prior to deletion
7. Write the word “DELETE” in the text field and click “Delete Custom Field” to complete this action
   
   
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