📊Custom Fields
In Sprouts, the Custom Columns feature provides you with the flexibility to include additional fields for contacts or accounts, allowing you to tailor your data to specific requirements.
By accessing the Settings ➡️Configuration➡️Accounts or Contacts, you can effortlessly create these custom fields. This customization capability empowers you to capture and organize unique data points that are pivotal to your business needs.
Whether it's specialized information for better segmentation, industry-specific details, or any other specific data, the Custom Columns feature ensures that your platform reflects the precise information necessary for your operations and strategies.
Type of Custom Fields
Text
Up to 64 Characters allowed
Search
"Client ABC", "Marketing"
Number
Includes numeric value
Range
25, 1000, 3.14
Date
Allows selecting a date from a calendar
Calendar
2023-01-15, 2023-12-28
Boolean
Includes True and False values
True / False
True, False
Long Text
Unlimited characters allowed
N/A
"Detailed description...", "Customer feedback"
Phone
Valid phone number with Country Code
N/A
+1234567890, +44123456789
Link
Include URL (e.g., profile, Twitter, website)
N/A
https://example.com, https://twitter.com/username
Amount
Enter value or amount with currency option
Range
$500,$750, $10000
Single Select List
Allows the user to choose a single option from a predefined list of choices.
Radio button
"Status" (Active, Inactive, Pending), "Priority" (Low, Medium, High), "Country" (USA, Canada, UK)
Multi Select List
Allows the user to select multiple options from a predefined list.
Checkbox
"Skills" (Java, Python, JavaScript), "Interests" (Sports, Music, Technology), "Tags" (Urgent, Follow-up, Needs Review)
Steps to Add Custom Column
Step 1: Navigate to the Configuration Page
Click on Settings ➡️ Configuration.
Select either Accounts or Contacts, depending on where you need the custom column to be displayed.
Step 2: Add a New Field
Click on Add New Field.
Step 3: Define Field Details
Enter the Field Name.
Choose the Field Type from the options available. Refer to the table above for descriptions of field types.
Step 4: Save the Changes
Click on Save to apply the new custom column.
Field Management Options
Renaming a Field
Modify the Field Name to better suit your evolving data management needs.
Deleting a Field
Permanently remove a field, eliminating its presence from both CDP and CMP.
Create a Custom Column while Importing
If you've forgotten to create a custom column and only realize it while importing, you can create it on the spot during the import process. On the field mappings page, you'll find the option to create a custom column instantly.
This allows you to map these new fields seamlessly during the import operation.
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