📊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

Field
Description
Filter Type
Examples

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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