Creating Custom Fields

Article Contents

• Creating Fields
• Editing Custom Fields
• Lead Fields
• Account Fields
• Opportunity Fields
• Regarding Labels and Values

To create a custom field, do the following:

1. In SharpSpring's top toolbar, click 
     User Settings > Settings.
2. In the left panel, under Features, click Custom Fields.
3. Click Add Field.
4. Choose from one of the following field types:
   
      •   Lead: Appears only on contacts
   
      •   Account: Appears only on accounts
   
      •   Opportunity: Appears only on opportunities
5. Enter the Field Label or name of your new custom field.  
6. If you selected Lead Field, select any applicable lead field options.
7. Choose the field type.
8. Click Create Field.

Appears on contact pages. 

Available to use a form field.

Available as a merge variable when sending emails.

Able to make changes to the field’s content within a contact page. This field is always checked.

1. In SharpSpring's top toolbar, click
     User Settings > Settings.
2. In the left panel, under Features, click Custom Fields. 
3. On the Custom Field Manager page, locate the desired field.
4. Next to the field name, click 
     Options > Edit Field.
5. In the pop-up window that appears, change the field's parameters as necessary.
6. Click Update Field.

Click to enlarge.

Accepts any alphanumeric data, with a limit of 256 characters.

Standard format, most commonly seen on web forms where you choose one possible option out of multiple choices.

True or false representation. Used in basic logic assessment, as well as some web forms.

Accepts most phone number formats. Examples include
555-555-5555 or (555) 555-5555.

Good for tracking pages that contacts or leads may be interacting with outside of sites you are actively tracking.

Ideal for keeping track of externally hosted attachments pertaining to contacts or leads. 

Similar to Text Input, but with more space available. Similar to a comments field on a web form with a 2000-character limit. 

Already a system field, but could be useful for tracking multiple country interactions with each of your leads, contacts, accounts, or opportunities.

Similar to Drop-Down Select, but allows the selection of more than one (or all) of the possible choices in the field.

These fields typically are used in web forms, where the form will pass along hidden data from one page to the next.

Ideal for tracking specific days that could pertain to future meetings times, events, and so on. If you want to use time-based workflows utilizing a custom field, only use the DateTime Picker. Under Merge Variable Format, select the format you would like to display the date as a merge variable. 

The only possible values are 1 and 0. Similar usage to Boolean.

Similar functionality to the Drop-Down Select field, as it only allows one selection from a list of possible choices.

This 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. The Date Picker custom field does not require a specific time, only a day. This is useful to dynamically schedule and send reminder emails to leads/contacts for meetings, events, webinars, and so on. Under Merge Variable Format, select the format you would like to display the date and time. 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.

This field allows you to upload a file to SharpSpring for later reference. Useful to track proposal documents pertaining to opportunities and leads. Maximum file size limit of 5MB. 

Accepts any alphanumeric data, with a limit of 256 characters. 

Standard format, most commonly seen on web forms where you choose one possible option out of multiple choices. 

True or false representation. Used in basic logic assessment, as well as some web forms. 

Accepts most phone number formats. Examples include
555-555-5555 or (555) 555-5555. 

Good for tracking pages that contacts or leads may be interacting with outside of sites you are actively tracking.  

Ideal for keeping track of externally hosted attachments pertaining to contacts or leads.

Already a system field, but could be useful for tracking multiple country interactions with each of your leads, contacts, accounts, or opportunities.

Similar to Drop-Down Select, but allows the selection of more than one (or all) of the possible choices in the field.

The only possible values are 1 and 0. Similar usage to Boolean.

Similar functionality to the Drop-Down Select field, as it only allows one selection from a list of possible choices.

This field allows you to upload a file to SharpSpring for later reference. Useful to track proposal documents pertaining to opportunities and leads. Maximum file size limit of 5MB.

Similar to Text Input, but with more space available. Similar to a comments field on a web form with a 2000-character limit. 

Ideal for tracking specific days that could pertain to future meetings times, events, and so on. If you want to use time-based workflows utilizing a custom field, only use the DateTime Picker. Under Merge Variable Format, select the format you would like to display the date as a merge variable. 

This 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. The Date Picker custom field does not require a specific time, only a day. This is useful to dynamically schedule and send reminder emails to leads/contacts for meetings, events, webinars, and so on. Under Merge Variable Format, select the format you would like to display the date and time. 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.

Accepts any alphanumeric data, with a limit of 256 characters. 

Standard format, most commonly seen on web forms where you choose one possible option out of multiple choices. 

True or false representation. Used in basic logic assessment, as well as some web forms. 

Accepts most phone number formats. Examples include
555-555-5555 or (555) 555-5555. 

Good for tracking pages that contacts or leads may be interacting with outside of sites you are actively tracking.  

Ideal for keeping track of externally hosted attachments pertaining to contacts or leads.

Already a system field, but could be useful for tracking multiple country interactions with each of your leads, contacts, accounts, or opportunities.

Similar to Drop-Down Select, but allows the selection of more than one (or all) of the possible choices in the field.

The only possible values are 1 and 0. Similar usage to Boolean.

Similar usage to Country, but for states.

Similar functionality to the Drop-Down Select field, as it only allows one selection from a list of possible choices.

This field allows you to upload a file to SharpSpring for later reference. Useful to track proposal documents pertaining to opportunities and leads. Maximum file size limit of 5MB.

Similar to Text Input, but with more space available. Similar to a comments field on a web form with a 2000-character limit. 

Ideal for tracking specific days that could pertain to future meetings times, events, and so on. If you want to use time-based workflows utilizing a custom field, only use the DateTime Picker. Under Merge Variable Format, select the format you would like to display the date as a merge variable. 

This 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. The Date Picker custom field does not require a specific time, only a day. This is useful to dynamically schedule and send reminder emails to leads/contacts for meetings, events, webinars, and so on. Under Merge Variable Format, select the format you would like to display the date and time. 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.