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Creating Custom Fields

Article: 000050282

Updated: December 4, 2023

Lead Gen & CRM has system fields (firstName, lastName, email, and the like) that you can use for each lead created in or imported into Lead Gen & CRM. There will be times where you want to track data that is non-standard, like a preferred time to call, a favorite sports team, and so on.

Lead Gen & CRM allows you to create custom fields in a variety of formats, enabling you to tailor your instance of Lead Gen & CRM to fit your company’s needs.

Users:

Administrators	✓
Company Managers
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

Creating Fields

You can create different kinds of custom fields.

To create a custom field, start from the Settings menu. You can click the Settings icon at the very bottom of the list in the left toolbar or go to User Menu and click on Settings from there.

Click on Settings.
Click Custom Fields, located under Features in the left panel.
Click Add Field.
Choose from one of the following field categories:

Field Category Description
Lead
Appears only on contacts.

Account
Appears only on accounts.

Opportunity
Appears only on opportunities.
Enter the Field Label or name of your new custom field. If you selected Lead Field as the field category, select applicable lead field options.
- Visible in Contact Manager will display the field on contact pages.
- Available When Creating Forms will make your field available to use as a form field.
- Email Merge Variable will make your field available as a merge variable, when sending emails.
- Editable in Contact Manager will allow you to make changes to the field’s content within a contact page. This field is checked by default.
Choose the Field Type.
Fill out any of the options needed to create your custom field. If applicable, enter a user-facing label in the placeholder field.
If multiple options are available, such as with the Drop-Down Selection, Checkbox Group or Radio Group field types, define the selections with a Label and give the selections a Value.
If multiple options are available, such as with the Drop-Down Selection, Checkbox Group, or Radio Group field types, decide if there should be any option selected by default.
If multiple options are available, such as with the Drop-Down Selection, Checkbox Group, or Radio Group field types, add multiple selection at once using the Bulk Add feature.
When using the Bulk Add feature, enter the label and value for your new selections, separated by a delimiter.
In the Add delimiter field, define what the above field should recognize to separate selection data. If you separated labels and values by a comma, enter a comma in the Add delimiter field, if you instead separated labels and values by a semi-colon, enter a semi-colon in the Add delimiter field.
Decide to Add to the current options or Replace the current options.
Click OK.
Click Create Field.

Editing Custom Fields

You can edit custom fields as necessary. To edit a custom field, begin from your Settings.

Under Features, click Custom Fields.
In your Custom Field Manager, locate the desired field and click Options then Edit Field.
Change the field's parameters as necessary in the page that appears and click Update Field.
Important: Custom fields will delete associated data when the custom field type is changed.

Important: Checkbox custom fields will delete associated data if the value or label is changed. Refer to Organizing and Reordering Custom Fields and Categories for more information on organizing custom fields.

Lead Fields

These are custom fields that operate within the Contact Manager and are the only custom fields that are usable within the Task and Workflow feature sections. In addition, forms only collect information from lead fields.

Important: When creating selections for a field with the Bulk Add option, an error will occur if duplicate labels or values are entered.

The available custom fields are as follows:

	Custom Field		Description
	Text Input		Accepts any alphanumeric data, with a limit of 256 characters.
	Drop-Down Select		Standard format, most commonly seen on web forms where you choose one possible option out of multiple choices. Create these fields in bulk or one at a time.
	Boolean		True or false representation. Used in basic logic assessment, as well as some web forms.
	Phone Number		Accepts most phone number formats. Examples include 555-555-5555 or (555) 555-5555.
	URL		Good for tracking pages that contacts or leads may be interacting with outside of sites you are actively tracking.
	Attachment URL		Ideal for keeping track of externally hosted attachments pertaining to contacts or leads.
	Text Area		Similar to Text Input, but with more space available. Similar to a comments field on a web form with a 2000-character limit.
	Country		Already a system field, but could be useful for tracking multiple country interactions with each of your leads, contacts, accounts, or opportunities.
	Checkbox Group		Similar to Drop-Down Select, but allows the selection of more than one (or all) of the possible choices in the field.
	Hidden		These fields typically are used in web forms, where the form will pass along hidden data from one page to the next.
	Date Picker		Ideal for tracking specific days that could pertain to future meetings times, events, and so on. If you want to use time-based workflows utilizing a custom field, only use the DateTime Picker. Under Merge Variable Format, select the format you would like to display the date as a merge variable.
	Bit		The only possible values are 1 and 0. Similar usage to Boolean.
	States		Similar usage to Country, but for states.
	Radio Group		Similar functionality to the Drop-Down Select field, as it only allows one selection from a list of possible choices.
	DateTime Picker		This is a field that is usable as a reference point for time-based workflows utilizing a custom field, as it references a specific time as well as data. The Date Picker custom field does not require a specific time, only a day. This is useful to dynamically schedule and send reminder emails to leads/contacts for meetings, events, webinars, and so on. Under Merge Variable Format, select the format you would like to display the date and time. If a lead has filled out a form with a DateTime field, that information will autofill the next time a lead visits a page with that form.
	File Upload		This field allows you to upload a file to Lead Gen & CRM for later reference. Useful to track proposal documents pertaining to opportunities and leads. Maximum file size limit of 25MB.

Account Fields

These custom fields pertain to the Account Manager, where the companies that have had an opportunity associated to them are cataloged and tracked.

Important: When creating selections for a field with the Bulk Add option, an error will occur if duplicate labels or values are entered.

The available custom fields are as follows:

	Custom Field		Description
	Text Input		Accepts any alphanumeric data, with a limit of 256 characters.
	Drop-Down Select		Standard format, most commonly seen on web forms where you choose one possible option out of multiple choices. Create these fields in bulk or one at a time.
	Boolean		True or false representation. Used in basic logic assessment, as well as some web forms.
	Phone Number		Accepts most phone number formats. Examples include 555-555-5555 or (555) 555-5555.
	URL		Good for tracking pages that contacts or leads may be interacting with outside of sites you are actively tracking.
	Attachment URL		Ideal for keeping track of externally hosted attachments pertaining to contacts or leads.
	Country		Already a system field, but could be useful for tracking multiple country interactions with each of your leads, contacts, accounts, or opportunities.
	Checkbox Group		Similar to Drop-Down Select, but allows the selection of more than one (or all) of the possible choices in the field.
	Bit		The only possible values are 1 and 0. Similar usage to Boolean.
	States		Similar usage to Country, but for states.
	Radio Group		Similar functionality to the Drop-Down Select field, as it only allows one selection from a list of possible choices.
	File Upload		This field allows you to upload a file to Lead Gen & CRM for later reference. Useful to track proposal documents pertaining to opportunities and leads. Maximum file size limit of 25MB.
	Text Area		Similar to Text Input, but with more space available. Similar to a comments field on a web form with a 2000-character limit.
	Date Picker		Ideal for tracking specific days that could pertain to future meetings times, events, and so on. If you want to use time-based workflows utilizing a custom field, only use the DateTime Picker. Under Merge Variable Format, select the format you would like to display the date as a merge variable.
	DateTime Picker		This is a field that is usable as a reference point for time-based workflows utilizing a custom field, as it references a specific time as well as data. The Date Picker custom field does not require a specific time, only a day. This is useful to dynamically schedule and send reminder emails to leads/contacts for meetings, events, webinars, and so on. Under Merge Variable Format, select the format you would like to display the date and time. If a lead has filled out a form with a DateTime field, that information will autofill the next time a lead visits a page with that form.

Opportunity Fields

These custom fields pertain to opportunities only and have a similar functionality to Account fields. You can designate opportunity custom fields as required. These fields can either be required on opportunity creation or opportunity close. When a user attempts to create or close an opportunity without filling out the designated required fields, a notification will appear in the upper right-hand corner of the platform indicating the field requirement.

Important: When creating selections for a field with the Bulk Add option, an error will occur if duplicate labels or values are entered.

The available custom fields are as follows:

	Custom Field		Description
	Text Input		Accepts any alphanumeric data, with a limit of 256 characters.
	Drop-Down Select		Standard format, most commonly seen on web forms where you choose one possible option out of multiple choices. Create these fields in bulk or one at a time.
	Boolean		True or false representation. Used in basic logic assessment, as well as some web forms.
	Phone Number		Accepts most phone number formats. Examples include 555-555-5555 or (555) 555-5555.
	URL		Good for tracking pages that contacts or leads may be interacting with outside of sites you are actively tracking.
	Attachment URL		Ideal for keeping track of externally hosted attachments pertaining to contacts or leads.
	Country		Already a system field, but could be useful for tracking multiple country interactions with each of your leads, contacts, accounts, or opportunities.
	Checkbox Group		Similar to Drop-Down Select, but allows the selection of more than one (or all) of the possible choices in the field.
	Bit		The only possible values are 1 and 0. Similar usage to Boolean.
	States		Similar usage to Country, but for states.
	Radio Group		Similar functionality to the Drop-Down Select field, as it only allows one selection from a list of possible choices.
	File Upload		This field allows you to upload a file to Lead Gen & CRM for later reference. Useful to track proposal documents pertaining to opportunities and leads. Maximum file size limit of 25MB.
	Text Area		Similar to Text Input, but with more space available. Similar to a comments field on a web form with a 2000-character limit.
	Date Picker		Ideal for tracking specific days that could pertain to future meetings times, events, and so on. If you want to use time-based workflows utilizing a custom field, only use the DateTime Picker. Under Merge Variable Format, select the format you would like to display the date as a merge variable.
	DateTime Picker		This is a field that is usable as a reference point for time-based workflows utilizing a custom field, as it references a specific time as well as data. The Date Picker custom field does not require a specific time, only a day. This is useful to dynamically schedule and send reminder emails to leads/contacts for meetings, events, webinars, and so on. Under Merge Variable Format, select the format you would like to display the date and time. If a lead has filled out a form with a DateTime field, that information will autofill the next time a lead visits a page with that form.

Regarding Labels and Values

The checkbox, drop-down, and radio group field types allow you to set values and labels within Lead Gen & CRM.

Values are words or numbers that are attributed to the field. They are separate from one another, which allows for multiple and different selections within the field. Values are stored in the database in your instance of Lead Gen & CRM.

Labels are what are displayed in the application. They provide a way to see what the value is. These can be the value itself, a category name, or something else.

While values and labels can read differently from one another, best practice is to have the fields and values match.

Reordering Fields

You can group specific fields together, as well as reorder them for ease of use. Fields are reordered and moved into category folders.

Refer to Organizing and Reordering Custom Fields and Categories for more information on reordering custom fields.

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Creating Custom Fields

Lead Gen & CRM has system fields (firstName, lastName, email, and the like) that you can use for each lead created in or imported into Lead Gen & CRM. There will be times where you want to track data that is non-standard, like a preferred time to call, a favorite sports team, and so on.

Article Contents

Creating Fields

Editing Custom Fields

Lead Fields

Account Fields

Opportunity Fields

Regarding Labels and Values

Reordering Fields

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Related Answers

	Field Category		Description
	Lead		Appears only on contacts.
	Account		Appears only on accounts.
	Opportunity		Appears only on opportunities.