In addition to the many data fields that are available for you to use on your leads, contacts, and deals, details pages, you can also create custom fields to store additional information. For example, you could add a Skype name or an anniversary date to the contact card. Use the Sell interface to add custom fields, as you can't add them via the API.
After you have added custom fields, you can also use them to filter your leads, contacts, and deals by information specific to your business. To do this, set your custom fields as filterable.
This article covers the following topics:
Adding custom fields
You must have admin rights to create custom fields. Admins create and add custom fields separately for leads, contacts, prospects and customers, and deals. In Settings, admins can define custom fields, that appear as additional fields, for Sell users to add if they choose to.
After they’ve been added to the account, custom fields can be applied by all Sell users.
You must have admin rights to create the following types of custom fields:
- Single Line Text
- Paragraph Text
- Number
- Checkbox
- Dropdown
- Multi-select
- Date
- Phone
- Address
- URL
To add a custom field for leads
- On the Sell sidebar, click theSettings(
) icon, then selectCustomize > Leads. - UnderCustom fields, clickAdd Field.
- Add theField Label.
- Select theField Type.
- Set the following options:
- Filterable- When selected, you can use this field as a filter to view leads.
- Value editable only by admin- When selected, only admins can change the value of this field.
- Upon conversion transfer to deal- Checking this box transfers the custom field to the deal card if a deal is created as part of the lead conversion process.
- Upon conversion transfer to person- Checking this box transfers the custom field to the individual contact card if an individual contact's first and last name are present on the lead.
- Upon conversion transfer to company- Checking this box transfers the custom field to the company contact card if a company name is present on the lead.
- ClickSave.
To add a custom field for contacts
- On the Sell sidebar, click theSettings() icon, then selectCustomize > Contacts.
- UnderCustom fields, clickAdd Field.
- Add theField Label.
- Select theField Type.
- Set the following options:
- Filterable- When selected, you can use this field as a filter to view contacts.
- Value editable only by admin- When selected, only admins can change the value of this field.
- Show on person cards——选择这个选项如果你想自定义字段to appear on person cards.
- Show on company cards——选择这个选项如果你想自定义字段to appear on company cards.
- ClickSave.
To add a custom field for prospects and customers
- On the Sell sidebar, click theSettings() icon, then selectCustomize > Prospects and Customers.
- UnderCustom fields, clickAdd Field.
- Add theField Label.
- Select theField Type.
The Multi-select field type is not an option for custom fields that are in the Prospects and Customers section of Sell.
- Set the following option:
Filterable- When selected, you can use this field as a filter to view prospects and customers.
- ClickSave.
To add a custom field for deals
- On the Sell sidebar, click theSettings() icon, then selectCustomize > Deals.
- UnderCustom fields, clickAdd Field.
- Add theField Label.
- Select theField Type.
- Set the following options:
- Filterable- When selected, you can use this field as a filter to view deals.
- Value editable only by admin- When selected, only admins can change the value of this field.
- ClickSave.
Setting the order of custom fields
When creating multiple custom fields, users with admin rights can also set the order in which they are displayed on the lead, contact, prospect, customer, and deal cards, as well as the fields in add or edit forms.
To set the order of custom fields in the add or edit form
- In your list of custom fields, click the sort arrows (up or down) to change the order of the custom fields.
- (Alternatively) You can drag the custom fields up and down the list using the sort handle that appears when you move your cursor over the custom field (the handle is located on the right edge). Click the handle and drag the custom field to the position you want in the list.
Your sort order is saved automatically and updated on the corresponding forms immediately.
To set the order of custom fields on details cards
- On the Sell sidebar, click theSettings() icon.
- ClickLayouts.
- Click the appropriate tab for the record type that you want to customize the layout for (Leads,People (Contacts),Companies (Contacts), orDeals).
- In the fields column, clickEdit.
Editing and deleting custom fields
Admin users can edit custom fields. However, if a custom field has been used and populated with data, you cannot change it to a different type.
To edit a custom field
- On the Sell sidebar, click theSettings() icon.
- Navigate toCustomize > LeadsorCustomize > Contacts, then click eitherCustomize > Prospects and Customers, orCustomize > Deals.
- In your list of custom fields, clickEditfor the fields you want to change.
- Update your custom fields as needed, then clickSave.
You can also delete custom fields, but keep in mind that when you delete a custom field, you also delete all data that has been stored in that custom field.
To delete a custom field
- In your list of custom fields, click theTrashcan(
) icon for the fields you want to delete. - You are prompted to confirm that you want to delete the field. ClickRemoveto delete the field.
21 Comments
Hi @Sophie
Can we create the custom fields for deal/contact through API or through requirements.json file?
Not able to find any documentation on that.
Thanks
Hello! Can I use these custom fields in Explore chart based on Sell dataset? I created them in Sell, use them in Sell Reports, but they doesn't appear in Explore charts!
[EDIT: at the time Ivan asked their question, reporting on custom fields in Sell was not yet available, but it has been added since then. SeeReporting with custom fields]
Does it possible to fulfill this Sell request? Or in the future development road-map.
1.产品类别功能太简单,有限公司st can't share to sales user is really unreasonable.
2.We need add customized field in Product category, e.g., product characteristic, product item, product hierarchy.... It is really unreasonable without this feasibility in customization.
3.We need the customized field can be refer to other field. For example, margin can be calculated by the (deal values- total cost)/deal values. Even just a simple calculation , Field A= Field B+Field C. It is really ridiculous without this simple functionality and need to through outside third party and update back to Sell , even customer have been highlight this wish many times. Not to mention no formula function setting in the customized field.
I need to create Custom Fields in Zendesk SELL via API. How do I do that?
1
I also need to create Custom Fields in Zendesk SELL via API. Is it support drop-down to add item via API?
What are the chances to get conditional Fields?
The option to hide the fields till certain conditions are met would be perfect.
For example, we are tracking over 50 different custom fields, and not for all contacts are all 50 displayed or needed, so we would like to have an option to display only certain fields for certain agents or all together have an option to hide fields till certain conditions are met.
CRITICAL BUG!
Lead custom field not carrying forward when converting to Contact or Deal. Custom field is disappearing.
When I create a custom field set to convert to Contacts and Deals:
A very anxious experience
Hi, can I choose to hide or display custom fields by the different level of user access?
Hi
what about conditional fields as in Support?
meaning for example on deals:
if CF=1 show field x
if CF=2 show field y
?? for bigger companies with complexe structure this would be great instead of having an endless list of custom fields on the cards...
thanks! :)
My Zendesk no longer shows the trash bin next to any custom fields and I have a number of them i need to delete as the fields are obsolete. Now what?
HiHans Walter
I went ahead & created a ticket as the team might need to investigate further as to why you are not seeing the 'delete function'.
Please keep an eye out for our update on the ticket!
Hi there,
可以联系定制字段transferred when a deal is created, or is it only lead fields that can be transferred to a deal?
It's only for leads to deals. As a workaround, you can just create it manually for contacts.
Requests:
As per this article:
For custom fields, I have a similar setup on my account. The discount values are numbers custom field.
Here is the formula I used for it:
Is it not possible to make a custom field mandatory? We've added plenty of them but Associates are not completing them because they have the option not to but the information is then missing
Hi Charlotte, you should be able to make a custom field (except for theCheckbox custom field type) mandatory to be filled out by your associates inSettings > Business Rules > Field Rules. For more information, please check out our other articleWorking with mandatory fields – Configuring required fields. Hope this helps! :)
Hi All
Wondering what the character limit is for a Single Line Text field as well as the Paragraph Text field?
Many thanks
Hi Chad Susa,
The character limit for any text field is 65,536.
Hope this helps.
Pleasesign into leave a comment.