Understanding Custom Fields

Custom fields are versatile tools that enable the collection of specific information from customers via forms or surveys, allowing for a tailored data-gathering experience.

Structuring Custom Fields

This section empowers you to design custom fields according to your business needs. Custom fields transcend standard questions like "Name, Email, and Phone Number," enabling the capture of unique data points that are particularly relevant to your operations. Whether it’s gathering information about a customer's job role, their preferred product, or any other non-standard query, custom fields offer the flexibility to refine your data collection to suit specific objectives.

Note: Your access to certain features may vary depending on your user permissions.

Overview of All Custom Fields

When you navigate to the Custom Values tab, you’ll find a comprehensive list of all the custom fields that have been created so far. This overview allows you to efficiently monitor and manage your custom fields.

Utilizing the Search Feature

Quickly locate specific custom fields by using the search bar, eliminating the need for manual scrolling and saving you valuable time.

Filtering Custom Fields by Group

The group filter feature allows you to organize and view your custom fields based on specific categories:

• All: Displays all custom fields across all groups.

• Contact: Shows custom fields created for contacts.

• General Info: Filters custom fields under general information.

• Additional Info: Focuses on custom fields related to additional information.

Managing Custom Fields with Actions

Using the checkboxes, you can select one or multiple custom fields to perform various actions.

Bulk Operations on Custom Fields

Once you have selected custom fields, the bulk action menu offers several options:

1. Edit: Modify existing custom fields.

2. Delete: Permanently remove custom fields.

3. Move to Group: Transfer the selected custom fields to a different group.

Identifying Custom Fields

The "Field Name" column displays the labels assigned to your custom fields.

Associating Custom Fields with Folders

This section indicates which folders are linked to your custom fields, helping you easily identify their associations.

Utilizing the Unique Key

The Unique Key is an automatically generated identifier used for retrieving data via webhooks or integrating custom details into communications such as emails and texts.

Copying the Unique Key

By clicking the dual square icon, you can easily copy the unique key for use wherever needed.

Tracking Field Creation Dates

The "Creation Date" column records the exact date and time when each custom field was originally created.

Viewing and Organizing Folders

Click on the Folders tab to see a list of folders you have created, providing a clear view of how your custom fields are organized.

Organizing Custom Fields with the Hamburger Menu

Use the hamburger icon to drag and drop your custom fields, allowing you to organize them to your preference.

Managing Folder Names

This column displays the names of your folders, which can be edited as necessary.

Reviewing Field Counts

This section shows how many fields exist within each folder.

Tracking Folder Creation Dates

This column displays the creation date and time for each folder.

Folder Actions Menu

The three dots menu allows you to manage folders with the following options:

1. Rename: Change the name of the folder.

2. Delete: Remove the folder.

Accessing Deleted Fields

The Deleted Fields tab provides access to custom fields that have been removed. Clicking the redirect link takes you to the audit page in your CRM where you can review previously deleted items.

Creating a New Folder

To add a new folder for your custom fields, simply click the 'Add Folder' button.

Adding a New Custom Field

To create a custom field, click the green "Add Field" button at the top right. A popup will appear where you can enter all necessary details to complete your custom field.