Custom Fields

Custom fields are used to capture any information you would like to collect from a customer through your surveys or forms.

Organizing Custom Fields

In this section, you are able to create custom fields. Custom fields are used in forms and surveys to capture data and information that is outside the scope of normal questions like "Name, Email, and Phone Number".

NOTE: Depending on your user permissions, you may not have access to all of the components

All Fields

Here you will see all of the custom fields you have created in your CRM and more information about each custom field.

Search Menu

You can use this search bar to quickly locate your desired custom field instead of going through the entire list.

Group Filter

With group filter tab, you can decide how you would like the system to display the custom fields. Lets cover each filter one by one.

1. All - This will show all of the custom fields from all groups.

2. Contact - This filter when selected will show the custom fields created for Contacts.

3. General Info - This filter when selected will show the custom fields created for General Info.

4. Additional Info - This filter when selected will show the custom fields created for Additional Info.

Field Actions

This checkbox will allow you to select one or more custom fields for you to be able to perform different actions. You can select multiple custom fields if you have to perform specific action for multiple custom fields.

Bulk Action Menu

1. Edit - Click this icon to edit an already existing custom field.

2. Delete - To delete a custom field, click this icon. Once you delete a custom field, it is permanently deleted.

3. Move to Group - With this option, you can move the folder to a different group.

Field Name

In this column, you will see the names you have given your custom fields.

Folder

Here you will see the folders associated with each custom field.

Unique Key

Unique Key is used when requesting data via webhooks and when adding custom data to things like emails and texts. This is automatically generated and formatted using the name of your custom field.

Copying Unique Key

This icon will allow you to quickly copy the unique key and paste it to your desired area.

Creation Date

This column will show the date and time when each custom field was created.

Folders

In this section, you will be able to access all of the folders. You can also edit or delete specific folders you have created in the system.

Hamburger Menu

You can use this icon to drag and drop custom fields you have already created in order to organize them.

Folder Name

This column will show the name of each folder. This can always be edited if required.

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

As shown in the image below, the three dots menu will open up a action menu.

1. Rename - Lets you edit and rename the folder.

2. Delete - Lets you delete an individual folder.

Deleted Fields

Here you will be shown with the list of custom fields that are deleted from the system.

Adding a Folder

As shown in the GIF below, you can create a new folder to organize your custom fields.

Adding a Field

In order to create a new custom field, you would click this button in the top right corner. To learn more about creating custom fields, click here: Creating New Custom Fields

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!