SharpSpring enables you to create custom fields and add them to forms. Custom fields can be used to trigger automation workflows, segment contacts to a list, inform salespeople, and much more. One of these fields is the DateTime custom field. This article will detail how to create custom DateTime fields.
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Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
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Creating Custom DateTime Fields
The DateTime field is a field that is usable as a reference point for time-based workflows utilizing a custom field, as it references a specific time as well as a date. This is useful to dynamically schedule and send reminder emails to leads/contacts for meetings, events, webinars, and so on. To create custom DateTime fields, do the following:
If a lead has filled out a form with a DateTime field, that information will autofill the next time a lead visits a page with that form. |
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Important: SharpSpring CRM PRO and SharpSpring Free CRM users are limited to 20 custom fields.
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Important: Creating custom fields with the same name as available system fields results in those system fields being rendered invisible and unusable in the platform. To restore system fields, contact SharpSpring Support.
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Note: The Close Date field is a DateTime field that contains both the date and time in the following formats:
• Date Format: 01/13/2018 • Time Format: 12:30:00 PM |
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Changing DateTime Field Displays
Your can change the date format and other information in DateTime custom fields.
To change field information, do the following:
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