Use custom fields to adapt Upsales when organising your data or building integrations such as with a softphone.
| Custom field | Use case |
| Currency | Field to add the currency, to 2 decimal places |
| Date | Automatically 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 |
| Percent | Field only allows numbers |
| Phone | Clicking will call the number (uses tel: link) |
| Select | Offers a dropdown with options |
| 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 |
- 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:
- 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:
-
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)
-
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: