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:
To set up or view your custom fields, log in as the account owner and go to Admin > Custom Fields.
Please note that for sorting to work correctly, the custom field needs to have the correct field type. For example, a Birthday field needs to be set up with the Date custom field option; whereas, fields like Commission or Number of Page Views need to be a number.
Custom Fields Location
Custom fields appear on the left side of the contact record:
Please note, the Custom Field section of the contact profile cannot be moved to different areas of the profile.
You can display custom fields on the People screen by clicking the "Columns" button and checking the custom fields to display:
Sorting & Filtering by Custom Field
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."
*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 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.