Custom Fields
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 all of the components.
Drag and Drop Custom Fields
You can use this icon to drag and drop custom fields you have already created in order to organize them.
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Custom Field Name
In this column, you will see the names you have given your custom fields.
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Custom Field Type
Here you will see what type of custom field they are.
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Custom Field Key
The “field 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.
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Custom Field Placeholder
You can customize the placeholder of your custom field here. The placeholder is what shows inside the input area of a text field.
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Edit Custom Field
Click this icon to edit an already existing custom field.
Delete Custom Field
To delete a custom field, click this icon.
Once you delete a custom field, it is permanently deleted.
Add New Custom 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
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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