Fields are used to store data on customers, users and team members. You can:
Create your own custom fields
Edit existing fields
Connect a field to a product
Before creating your own custom fields we suggest that you go through our different field types and what they do, you can check this out in this article.
Creating a field
When first creating a field, you have the following to fill in:
Name
Alias - The fields API name, will be auto-filled if left blank.
Type - Choose which type of field you want, read more about those here.
Visibility;
"Hidden", the field is only shown in lists and exports
"Visible" does not allow the field to be edited but it's shown in the customer/user profile.
"Editable" makes the field visible and also editable when you take action on a customer or user.
Required - Should this field be required for a customer/user/team member to be created?
Let's have a look at our tutorial on how to create a field, in this case we are creating a field to showcase if your customer paid their invoice or not:
As you can see in the video, we chose the type "Boolean" as we only want the value to be shown as "Yes" or "No", and when you have added the field you are also able to multi-edit your customers to change the status of this particular field.
Lets have a look at another example, and in this case we want to create a editable customer field with three options that shows what group the customer belongs to, A, B or C:
Adding a link to a field
You can add a link to a field if you for example would like easy access to a customer in HubSpot, this can either be done by syncing a field per customer with a unique link to their profile or by reaching out to us so that we can create a dynamic field for you. You can then apply this to a list by following the guide below:
As dynamic fields isn't something that you can do on your own, you would need to reach out to us for this (only needed if you don't have fields in your external system that can be synced per customer). You can then edit the column to show another value than the actual link, which makes it look better in the customer overview.
In this example we chose "Link to customer" as value and that it should be written in green if the value was not equal to 55555. In the not equal section you can put whatever value you wan't as long as it does not match with your link. You also have the option to use "Equal", "In a range", "Greater than" etc, but in this case that you would like to add a link we recommend to use not equal.
If you would have any questions about how to use custom fields, don't hesitate to reach out!