Use custom fields to adapt Upsales when organising your data or building integrations such as with a softphone.
This article covers:
Custom fields available
| Custom field | Use case |
| Currency | Field to add the currency, to 2 decimal places |
| Date | Shows a date picker |
| Discount | Field only allows numbers |
| Clicking will open a blank email in your email client (uses mailto: link) | |
| Integer | Field only allows numbers |
| Link | Opens the website address |
| Notes | Large free text field (maximum 1024 characters) |
| Percent | Field only allows numbers |
| Phone | Clicking will call the number (uses tel: link) |
| Select | Offers a dropdown with options |
| Text | Free text field (maximum 1024 characters) |
| Time | Offers dropdown to select times in 15-minute intervals |
| Yes/no | Offers a tickbox to confirm yes or leave blank for no |
| User | Offers dropdown to select Upsales users |
Adding custom fields
- Click Settings → CRM → Fields:
- Click to select where you want to add a custom field:
- For this example, we want to add a Skype phone number number. Click Contact, so the custom field appears in a contact's details. Scroll down to Custom fields and click Add field:
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Choose your Field type (for this example we'll select Phone) and click Next:
Phone is also useful when creating a softphone integration
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Give your field a name. If you have Enterprise Security you can decide whether to restrict a field to a specific roles.
You can also toggle:
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Visible
Show any synced fields, such as Gmail integration -
Editable
The field can be edited -
Searchable
The field can appear in search results -
Required
Users have to complete the fieldTip: You can use the Notes field to show help text or disclaimers in fields (Notes and text fields have maximum 255 characters)
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Visible
- Click Save and your custom field now appears in the list of Custom fields:
- For the above example, the custom field now appears whenever adding a new contact:
- With Report Centre PRO you can report on custom field orders. Open the Sales widget and you'll see the option to view the data:
- You can also save time by using hierarchies that inherit custom fields. For example, if you have users and roles with different permissions, these appear in the field options:
- Tick the parent to automatically include the child:
- If you select the parent, any future children added will automatically be included. For example, after adding a new role (Sales executive) that reports to Sales Directors, this now appears below:
Adding custom field tooltips
You can also add tooltips to give users extra information about a custom field. These will appear when the user hovers over the custom field's tooltip.
Click the toggle to create the tooltip, and enter the text you want the user to read. There's also the option to add a language translation (if you have set these up in your account settings):
Adding field groups
Part of CPQ and Accelerate.
If you are using a lot of custom fields, you can organise them into groups.
Click the field group dropdown, enter the group name and click on Create new field group:
The field group and associated custom fields now appear in your custom field list: