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 |
| Calculation | Calculates a value from other order or order row fields using a formula (see calculating fields). Available for order and order row fields with the CPQ add-on |
| Currency | Field to add the currency, to 2 decimal places |
| Date | Shows a date picker |
| Discount | Field only allows numbers |
| Click to 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 |
| Percent | Field only allows numbers |
| Phone | Clicking will call the number (uses tel: link) |
| Select | Offers a dropdown with options. Turn on Users can select multiple options to make it a Multi-select field |
| Text | Free text field |
| 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. Turn on Users can select multiple users to make it a Users field |
Text and Notes fields hold up to 255 characters on activities, appointments and users, 1024 characters on companies, contacts and order rows, and 65,536 characters on orders, subscriptions and products.
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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Enter a Field name. If you have the Enterprise Security or CPQ add-on, you can use Restrict to role to limit a field to specific roles.
You can also toggle:
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Visible
Users see the field in Upsales. Turning this off also turns off Editable and Required -
Editable
The field can be edited. The field must be Visible -
Searchable
The field can appear in search results -
Required
Users have to complete the field. Turning this on also turns on Visible and EditableWith the CPQ add-on, the Required toggle on order and order row fields reads Always required. Use Required in stages instead to make the field required only in the stages you choose
Tip: You can use the Notes field to show help text or disclaimers in fields
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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 group by custom fields of type Yes/No, Date, Select, Multi-select, User and Users:
- 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.
Tooltips are added to a saved field. Open the field from the list of custom fields, click the Enable tooltip for custom field toggle and enter the text in Tooltip text. 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: