Create Custom Fields

Introduction

Custom fields are the additional fields you need in the platform and are used for mapping the CSV file headers you are importing.

Here are the steps to create custom fields:

Step 1: Go to Customers > Custom Fields

Step 2. Click on the Create field button ( top-right corner of the screen).

Step 3. Now, write a name or label of the field, select the type (data type which can be added under this field)

And select the Group to which this field belongs. Once done, click on the Save button.

All the created fields can be viewed or edited from the custom field main area. You can edit and/or delete fields from here.

Note📝:
​1.) You are allowed to create up to 100 custom fields throughout your lifetime
​2.) To add custom fields to Customer account page - Click here

Note📝: Date formate should be as mm-dd-yy

How to import a custom field?

There are two options for importing custom fields

1. Using CSV.

2. Directly from the timeline.
   ​

1.) Using CSV

When importing a customer or contacts CSV file, these created custom fields can be used for mapping the columns or headers. For guidance on importing customer CSV files Click Here.

Click here to check sample CSV

2.) Directly from the timeline.

Step 1: Go to Customers >> All customers
​

​Step 2: Click on Timeline
​

​Step 3: You can see the Custom field section and edit the fields by clicking on the Edit icon

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