Custom fields
Create, change, archive and delete custom fields for companies and people.
Settings → Sales → Custom fields. You need the permission ‘Organization and defaults’ (admins always have it).
Custom fields supplement the fixed details of a lead, for example a customer number. Fields created here apply to the whole organisation. You enter the values on the lead, on the Fields page.
Creating a field
Enter the field name, for example ‘Customer number’. At most 80 characters.
Choose the field type. It determines input, validation and display:
| Type | For |
|---|---|
| Text | free text |
| Number | numbers |
| Date | a date |
| Date and time | a point in time |
| Yes / No | a switch |
| Web address | links |
| email addresses | |
| Phone | phone numbers |
| Choice | exactly one option from a list, for example an industry |
| Multiple selection | several options from a list, for example topics |
For Choice and Multiple selection, enter the options, one per line.
Under For, choose where the field appears: ‘All leads’, ‘Companies’ or ‘People’. Person fields also exist for the contact person of a company.
For number, date, date and time, yes / no and choice, you can switch on Filterable in contact lists. For this, Leadmode additionally stores an unencrypted copy of the value so that lists can filter by it afterwards. Text, web address, email and phone are never filterable and always remain encrypted.
Click Add field.
The list
Below, all fields are listed with type and scope. They are grouped by scope: first ‘Entire organization’, then one section per project. Each field has the buttons Edit, Archive and Delete on the right. Project fields arise during import or through the project lead and appear here with the name of their project. Filterable fields carry the mark ‘filterable’.
Editing a field
Edit opens the field.
- Renaming loses nothing: values, filters and assignments remain.
- Changing the field type converts all existing values, for example text into number. If even one value does not fit, Leadmode changes nothing and says how many values would be affected. When changing from text to choice, ‘Create options from existing values’ creates the options for you.
- For (company, person or both) can be extended at any time. Narrowing only works as long as no contact in the excluded area has a value.
- Open for the whole organization makes a project field usable for all projects.
- You can rename or archive options without losing existing values. An archived option remains visible on leads that already have it, but can no longer be chosen. Options in use can only be archived; unused ones can also be removed.
Archiving a field
Archive hides a field from forms, lists, filters and export. All values remain. Under Show archived fields you can bring a field back at any time, as long as its name has not been taken in the meantime. This is the normal alternative to deleting.
Deleting a field permanently
Delete removes a field for good. Beforehand, Leadmode shows how many values for how many leads in how many projects are affected and requires your explicit confirmation. The field and all values stored for it are then deleted from all leads of the organisation, including contact persons. The dialog offers to archive the field instead.