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Creating DateTime Fields

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Jake Crown
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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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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 data. 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:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings    .
  2. In the left panel, under the Features section, click Custom Fields.
  3. Click Add Field > Lead Field.
  4. In the Field Label text box, enter a name for the field.
  5. Click the Visible in Contact Manager checkbox.
  6. Uncheck the Editable in Contact Manager checkbox.
  7. Optionally, click the Available When Creating Forms checkbox.
  8. Optionally, click the Email Merge Variable checkbox.
  9. Click the DateTime picker radial.
  10. In the Placeholder text box, enter placeholder text to display.
  11. In the Merge Variable Format drop-down menu, select the desired method of displaying dates and times.
  12. Click Create Field. 

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.

   

DateTimeCustom.gif
Click to enlarge.
Important: SharpSpring CRM PRO and SharpSpring Free CRM users are limited to 20 custom fields.
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.
 


Changing DateTime Field Displays

To change the date format and other information in DateTime custom fields, do the following:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings    .
  2. In the left panel, under the Features section, click Custom Fields.
  3. In the field list, next to the desired DateTime field, click  cog.png  Options > Edit Field.
  4. Edit the Field Name and Placeholder text as needed.
  5. Optionally, click the Available When Creating Forms checkbox.
  6. Optionally, click the Email Merge Variable checkbox.
  7. In the window that appears, click the Merge Variable format drop-down menu.
  8. Select the desired date and time display.
  9. Click Update Field.
  


Click to enlarge.

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