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

1. Go to Admin > Custom Fields

2. Select Add Custom Field

3. Add a Field Name, Field Type, and if the field is Hide If Empty or Read-Only > Add Field

Custom Field Locations

Lead Profile

Custom fields appear in the lower left-hand corner of the Lead Profile.

Calendar

To view custom field dates on the calendar, select Filters > Check the desired fields.

People Page

Custom fields can be displayed on the People screen by selecting Columns in the upper right-hand corner > Custom Fields > check the Desired Custom Fields to display.

Sorting & Filtering by Custom Fields

Custom Fields can be used to filter to specific contacts with ease. On the People page, click Filters in the upper right-hand corner > select the Custom Field.

Merge Fields in Email & Text Templates

Custom Fields can be used in email and text templates to personalize communication. For more information, check out Custom Merge Fields.

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?

At this time we are unable to mass update 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. You will need to create a new custom field.

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?

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