Custom Fields

What are custom fields?

  • Custom fields are custom input fields that can be placed in a script for a rep to record information or send to a CRM.

  1. To create a custom field, select Custom Fields on the left sidebar.

    1. Use the search bar to search from the available list of fields

    2. Filter by record type using the dropdown (contact, account, and session level)

    3. To add a new field, click “Add New” 

      1. Edit what the rep sees as the name of the field under “Label”

      2. Use the dropdown under “Type” to change the type of input field

      3. Under “Name” this is the name of the actual custom field. When creating a script, searching by #, this name will be viewable. 

      4. Under “Track For” use the dropdown to change the record type. 

      5. Click “Create” to create the field. 

    4. Use the pencil to the right to edit a field, and use the “X” to delete a field.

    5. Underneath the custom field label, the name of the field as well as the field type can be seen.

    6. Switch page numbers at the bottom of the page to manually search.

  1. To edit an existing custom field, select Custom Fields on the left sidebar.

    1. Click the pencil next to the desired custom field

    2. Here, the Custom Field label can be changed as well as the field type. Note: other fields in this menu such as “Track For” and “Name” cannot be changed once the field is saved originally.

    3. View a preview of the edited Custom field at the bottom of the menu.

    4. Save changes using “Save”


To learn how to create to add custom fields to a script, click here.