Custom Fields Overview

How to Create, Edit and Delete Custom Fields

Custom Fields allow you to create contact-specific fields that contain specific information about that contact. These allow you to add to the Standard Fields and gather whatever type of information you require. 

Step 1: Create Custom Fields

  • Navigate to Settings > Custom Fields > All Fields
  • Click “Add Field” 
  • Enter the Name of the Field.
  • The Name of the Field is what you will see in the contact profile. This is also what will show on the form/survey if "Show Label" is enabled. 
  • Enter the Placeholder. Placeholder is what will show in the box (specifically for text or other manual entry fields) in a form/survey.

You can add your custom field to a specific folder group. When entering the information for this field, there will be a dropdown for “Folder Name”. This is where you can select which folder you want this field to be organized into


NOTE: Once you create a custom field, you cannot edit the field type. To change it, you will need to delete the field and create a new one. 


Types of Fields:

  • Text - One-line Textbox Field
  • Large Text - Multi-line Textbox Field
  • Numerical - Number Field
  • Phone - Phone Number Field
  • Monetary - Monetary Field
  • Checkbox - Multi-option Checkbox Field (multiple options can be chosen)
  • Single Options - Dropdown Option Field (only one option can be chosen)
  • Multiple Option - Dropdown Option Field (multiple options can be chosen)
  • Radio - Radio (circular) Button Option Field (only one option can be chosen)
  • Date - Date Field
  • Textbox List - Textbox List Field
  • File Upload - Allows Files to be Uploaded (or required) with submission - Files allowed include PDF, DOC/DOCX, JPG/JPEG, PNG, GIF
  • Signature - Signature Field


Step 2: Utilize Custom Fields

  • Drag and Drop From the Custom Fields Section of Form or Survey Builder to Utilize the custom fields

NOTE: Custom Fields can also be created within the Form or Survey Builder. They cannot be edited (permanently) or deleted with in the Form or Survey Builder. 


Step 3: Edit & Delete Custom Fields

  • To either Edit or Delete A Custom Field, navigate back to Settings > Custom Fields
  • Click on the Pencil Icon to Edit a Custom Field
  • Click on the Trash Can Icon to Delete a Custom Field

Here, you can also create Custom Field Folders and map fields within the folders. 

  • Custom fields can be moved to different folders, helping keep track of your custom fields.
  • These Folders will also show up in the contact Card to keep your data collection organized.
  • You are also able to seamlessly restructure contact fields

NOTE: You can also drag and drop the fields to reorder how they are seen in a contact profile under "Additional Info". Just click on the three horizontal lines on the far left side of each Custom Field and drop it in the order you want.