Managing Custom Fields

What are Custom Fields?

Custom fields in Replypad allow you to keep additional information about contacts, accounts, and users. Administrators can add and manage custom fields, and users can view and enter values to these fields from the relevant contact or account details page, and from the conversation sidebar.

You can add Custom Fields to both your Contact and Account records, as well as Replypad users. In this article, we will review how to create custom fields, delete them, and enter the information you want to track.

Why use custom fields?

Replypad comes with default fields that let you enter the core details about every contact and account you add to Replypad. When you need to track additional information, such as industry-specific fields or fields specific to your workflow, that’s where custom fields come in.

What’s the Custom Fields App?

With the Replypad Custom Fields App add-on, Custom fields are displayed and can be edited right from the conversation’s sidebar, exactly where you need them.

Usage examples

Custom fields are great for keeping information specific to your workflows or industry-specific details about your customers.

Here are some examples:

• Customer local timezone.
• Contact’s birthday.
• Accounts Subscription Plan.
• The date they became a customer.
• Account industry-specific ID in a third-party software.
• Important notes to know when servicing the customer.
• Links to third-party websites with customer-specific parameters related to the contact/account.

Create custom fields

Workspace Administrators can create custom fields and manage the settings for existing ones. Replypad displays the custom fields in the Additional Information section in the Contact and Account window, as well as in the conversation’s sidebar.

To create custom fields:

1. Click the Gear icon in the navigation bar and select Custom fields in the menu.
2. Select either the Contact Fields, Account Fields, or User Fields tab, depending on which type of entity you’d like to manage custom fields for.
3. Click the New Custom Field from the toolbar.
4. Enter a Name. The name is the field’s label and should have a clear meaning that explains what this field is used for. The field name must be unique in your workspace.
5. Choose the suitable field Type from the drop-down:
• Text: A single line of text, up to 255 characters.
• Date: Date selection.
• URL: A valid Web address. Make sure the path starts with a valid path, such as “http://” or “https://”.
6. Click Save to add the new field.
7. Once created the new field will be displayed at the bottom of the list. Use the arrows on the right to reorder it.

Delete custom fields

Workspace Administrators can delete custom fields.

Note that after deleting custom fields you no longer have access to them or their data. Deleting is immediate and irreversible, so you should be cautious when deleting a field.

To delete a custom field:

1. Click the Gear icon in the navigation bar and select Custom fields in the menu.
2. Select the Contact Fields, Account Fields, or User Fields tab, depending on which type of entity you’d like to delete the custom field for.
3. Select the field you want to delete from the list using the checkbox on the left.
4. Click More, then Delete.
5. A confirmation window will notify you that deleting the custom field will remove it permanently. If you want to delete this field and all of its data, click Delete Now to confirm.

Rename custom field

Workspace Administrators can manage custom field settings. Note that you cannot change the field type. If you want a different field type, create a new one.

To edit a custom field’s Name:

1. Click the Gear icon in the navigation bar and select Custom fields in the menu.
2. Select the Contact Fields, Account Fields, or User Fields tab, depending on which type of entity you’d like to rename the custom field for.
3. Click the field you want to edit.
4. Edit the field’s Name, and click Save.

Edit Custom Fields values

You can edit the values of custom fields from the Contact, Account, and User details page. You can also edit the values from under the Additional Information app listed under the conversation’s sidebar.

To edit custom fields values from the details window:

1. Open the details of the Contact, Account, or User for which you want to edit the fields.
2. Scroll down to the Additional Information section.
3. Click Edit next to the Additional Information label.
4. Edit the fields in the window that opens.
5. Click Save to save your changes.

To edit custom fields values from the conversation sidebar:

1. Open the conversation details page.
2. Click Additional contact information from the sidebar.
3. Click the Pencil icon next to the Contact or Account you want to edit the details for.
4. Edit the fields in the window that opens.
5. Click Save to save your changes.