Custom Fields & Field Groups

Business Value: Learn how to manage your custom fields and custom field groups to get the most out of your contact profiles.

Getting Started

How Custom Fields and Custom Field Groups Work

Custom Fields and Custom Field Groups go hand in hand and almost operate as one. When you create a custom field, you will need to determine what custom field group it should be housed under.

Before creating either, ask yourself what the information you want to store is for, if it could be added to a premade group, or if you would benefit from creating a new custom group.

Custom Fields

Custom Fields are particular fields that allow you, the user, to customize the information that can be collected on a Lead. To access your Custom Fields, go to Contacts > Custom Fields.

Here, you will see all the fields of information that you can fill out for a contact. Your account has been pre-set with default custom fields, but you can add to them if you feel the need to collect more information from your leads.

Creating Custom Fields

To create a new custom field, you will click on the green “+ Add Custom Field” button. Then, select what kind of lead field you want to add.

When adding a new custom field, you will need to add the following information:

1. Give the field a Label, or a name
2. Type - what kind of data will it store?
3. Sort Order
   • Sort Order determines if it will appear at the top of a list of fields in its group, in the middle, or at the bottom
     • This starts from 0 at the top, then proceeds as 1, 2, 3, etc.
4. Group

For example, if we wanted to add “Middle Name” as a field, you will click Add Custom Field to add a new field. Select the “Text” option, label it “Middle Name” and select the order as “0” - this will move the field to be between the “First Name” and “Last Name” fields. You will then select “Primary Contact” as the group you want to add this field to.

Updating Custom Fields

If you need to update your custom fields, you will need to access the Custom Fields page by going to Contacts > Custom Fields.

Here, you will find the field index page. Click on the name of the custom field you want to edit.

On the next screen you will be able to change the following:

1. Edit the alias
   Note: You will not be able to change the alias of default fields
2. Edit the label - the name
3. Sort Order
   • Sort Order determines if it will appear at the top of a list of fields in its group, in the middle, or at the bottom
     • This starts from 0 at the top, then proceeds as 1, 2, 3, etc.
4. And lastly, the Group it belongs to
   Note: You cannot change the “Type” as you would not be able to collect what used to be “checkbox” data into a text field
5. Once done click “Save”

Deleting Custom Fields

If you no longer want to use a certain field and need to delete it, you will need to access the Custom Fields page by going to Contacts > Custom Fields.

On the custom field index page, click on the name of the custom field you want to delete.

On the next screen, click “Delete”. You will be taken to a page to confirm the deletion of the field. If you still want to proceed, click “Delete Now”.

Custom Field Groups

Custom Field Groups allow you, the user, to organize those custom fields into logical groups like "Address" or "Social Profile." To access your Custom Field Groups, go to Contacts > Custom Field Groups.

All Custom Fields belong to a “Group” to make sure that everything in the contact’s profile stays organized.

Creating Custom Field Groups

When adding a new custom field group, you will need to add the following information:

1. Give the field group a name
2. Sort Order
   • Sort Order determines if it will appear at the top of a list of Cutsom Field Groups, in the middle, or at the bottom
     • This starts from 0 at the top, then proceeds as 1, 2, 3, etc.

For example, if we wanted to add “Social Profiles” as a field group to gather social media information from a client, you will click Add Custom Field Group to add a new field group. Name it as “Social Profiles” and select the order as “4” - this will move the group field to the bottom of the contact profile.

Updating Custom Field Groups

If you need to update your custom field groups you will need to access the Custom Field Groups page by going to Contacts> Custom Field Groups.

Here you will find the custom field groups index page. Click on the name of the custom field group you want to edit.

On the next screen you will be able to change the following:

1. Name
2. Sort Order
   • Sort Order determines if it will appear at the top of a list of fields in its group, in the middle, or at the bottom
     • This starts from 0 at the top, then proceeds as 1, 2, 3, etc.
3. Once done, click “Save”

Deleting Custom Field Groups

If you no longer want to use a certain group and need to delete it, you will need to access the Custom Field Groups page by going to Contacts > Custom Field Groups.

On the custom field groups index page, click on the name of the custom field group you want to delete.

On the next screen, click “Delete”. You will be taken to a page to confirm the deletion of the field group. If you still want to proceed, click “Delete Now”.

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