©️Custom Fields
Custom fields refer to user-defined fields that allow users to store additional information. These custom fields can be added to various entities within iClosed, such as contacts and events.
There are two main types of Custom Fields "Contact" & "Event" Custom field:
1- Contact Custom Fields:
The "contact custom field" feature encompasses customizable fields, providing users with the ability to enhance contact profiles with personalized information. By adding these customizable fields, users can store additional details about contacts that go beyond the standard fields provided by the application. This flexibility empowers users to effectively manage and organize comprehensive contact data, catering to their specific business needs and processes.
How to add a Contact Custom Fields Via Tracking?
Open Tracking page and select tab "Contacts".
Click on the "Create Contact Custom Field" button. This action prompts a "Add a New Custom Field" pop-up box to appear; Enter a name for the Contact Custom Field
How to add a Contact Custom Field through Global Data?
Open Global data page and select tab "Contacts". Click on the last "Add Column" button. This action prompts a "Add a New Custom Field" pop-up box to appear.
After adding a custom field, you'll effortlessly find it listed in the Columns dropdown. From there, you can choose to display or show the column in the global data view.
Any text you input into this customized field will be neatly stored alongside the contact's information in the Global Data repository.
How to edit a Contact Custom Field?
Open Tracking page and select tab "Contacts". Click on the "Edit" button next to the corresponding Custom Field row. This action opens an "Edit Custom Field" modal.
The type of Custom Field cannot be changed
How to hide & unhide a Contact Custom Field?
Click on the eye icon next to the Custom Field. This action toggles the visibility of the Custom Field. When hidden, the Custom Field will not be displayed anywhere in the application until it is unhidden.
2- Event Custom Fields
Event Custom Fields allow you to tailor event details to your specific needs, enhancing your event management capabilities.
How to add an Event Custom Field from Tracking?
Navigate to Tracking page and select tab Events Custom Fields.
Enter a name for the Event Custom Field in the designated field.
Select the type of Custom Field from the available options.
Click on the "Add Field" button. The newly created Custom Field will now be visible in the Event Custom Field table.
How to Edit Event Custom Fields?
To edit an Event Custom Field:
Click on the "Edit" button next to the corresponding Custom Field row. This opens an "Edit Event Custom Field" modal.
Modify the name of the Custom Field as required.
After making the necessary changes, click the "Edit Field" button. The updated Custom Field name will now be reflected in the table.
How to Merge Event Custom Fields?
Merging Event Custom Fields streamlines your data management by consolidating similar fields. Here's how to merge Event Custom Fields:
Click the "Merge" button next to the Custom field. This action opens the "Merge Event Custom Field" modal.
Select the Custom Field you want to merge into your chosen Custom Field.
The selected Custom Field will be highlighted in red, while the other will be highlighted in green. It means the selected Custom Field will no longer exist, and its values will be replaced with the answers from the other Custom Field.
Within the modal, select the desired options from the dropdown menu for merging.
After selecting merge options, click the "Merge Field" button to execute the merge process.
Event Invitee question flow is updated and linked with saved Event custom fields in Tracking.
How to Add Existing Event Custom Fields from Events Invitee Questions?
If you are seeing this intimation message "Event field with the same name already exists. Please consider removing this one and using the existing field instead" . It means you are trying to create event field (invitee question) with same name. Try to follow below mentioned steps to use existing event custom field
To incorporate existing Event Custom Fields into your events, follow these steps:
Navigate to the event you're working on and locate the "Invitee Questions" section.
Under "Secondary Questions," click on the "Add New Question" button.
The "Add Secondary Question" modal will appear. Choose the type of question you want, such as checkboxes.
Select the existing custom field you wish to attach to your event.
Click on the "Add Question" button. The selected existing Event Custom Field will now be added to your event.
How to Add New Event Custom Field from Events Invitee Questions?
Navigate to the event and find the "Invitee Questions" section. Click on the "Add New Question" button under "Secondary Questions."
In the "Add Secondary Question" modal, select a question type, such as a radio button.
Enter the name of the custom field in the "Question" field.
Enter answers in dropdown choices. You must add a minimum of two dropdown options.
Click on the "Add Question" button.
The new Event Custom Field will now be added to your event and will also appear in the Event Custom Fields section under the Tracking page.
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