Custom Fields

Account owners can set up and edit custom fields to track additional data within their Follow Up Boss accounts. There are four types of custom fields to choose from:

Date
Text
Number
Dropdown

Creating Custom Fields

To set up or view your custom fields, log in as the account owner and go to Admin > Custom Fields

Screen_Shot_2021-10-18_at_2.26.55_PM.png

To create a new custom field, choose Add Custom Field in the top right. From there you will choose the name, field type and whether the field is Hide If Empty or Read-Only:
Screen_Shot_2021-10-18_at_2.27.16_PM.png

Custom Fields Location

Custom fields appear on the left side of the contact record:

Screen_Recording_2020-03-06_at_5.42.38_PM.gif

Viewing Custom Fields on the People Page

Custom fields can be displayed on the People screen by clicking the Columns button and checking the Custom Fields to display.

Sorting & Filtering by Custom Fields

You can also filter and sort by custom fields on the People screen:

More Info Here: Filters & Smart Lists

Custom Fields in the Follow Up Boss App

You can fill and edit custom fields on the FUB app by tapping each custom field in a contact profile. To see all unfilled custom fields or edit multiple fields at once, choose "EDIT ALL."

C_Fields_iOS_2.17.jpeg

*Custom Fields are currently only available on iOS. We plan to bring this feature to Android soon!

Merge Fields in Email & Text Templates

You can use any of your custom fields as merge fields in email and text templates.

Using Custom Merge Fields

Using Custom Fields to Connect Contacts

If you have two or more contacts you'd like to link together, but still want them to keep their own profiles, rather than use our Contact Relationships feature, you can use custom fields! Here's how it works:

1. Create a custom field under Admin > Custom Fields ("Spouse Link" for example)
2. Copy the link URL (in the address bar up top) for the other person you'd like to connect
3. In the custom field you created on the main contact's profile, paste the profile link URL. This will be a clickable link.

Whenever you are in one person's profile, you can quickly click on the link and be directed to the profile for their spouse, or any other type of contact you'd like to connect.

FAQs

Can I use special characters in custom fields?

We recommend avoiding using special characters in custom fields such as #, $, @, !, etc. for system performance.

Can I select a group of people and mass apply or mass edit a custom field?

As of now, we do not have a way to mass action custom fields.

I am an agent - can I create new custom fields?

The account owner is the only person who can create new custom fields.

Are we able to add custom fields to deals?

Yes! Check out Custom Fields for Deals.

I have an existing custom text field that I want to change to a date field, how do I do this?

Once a custom field is created, the field type cannot be changed - only the name can be edited.

Is there a character limit for custom fields?

Yes, the character limit is 256.

There are too many empty custom fields cluttering up my contact profiles, what can I do?

Search