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Custom Fields: Entities

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Track more with Custom Fields on Entity records. You can now capture extra details such as VAT number, project, funding vehicle, and more. These fields allow teams to store relevant data points unique to their organization.

Overview

Custom Fields can be used for Entity records. Fields are fully customizable, so the information available will depend on how your team has configured them.

Availability: Customers with the Starter, Growth or Scale Configurability add-on.

  • Starter Configurability: Up to 5 custom fields (*Starter Configurability is included in the Enterprise plan)
  • Growth Configurability: Up to 20 custom fields
  • Scale Configurability: Unlimited custom fields

Access Custom Fields for Entities

  1. Navigate to the Entities section
  2. Click into the specific Entity profile
  3. Click the General tab
  4. Scroll to the Custom Fields section
  5. Fill in the fields with the relevant values

Note: Based on your team’s setup, you will see a list of personalized Custom Fields. These are determined by your organization’s configuration.

Types of Custom Fields

The available types of fields include:

  • Text Field
  • Date
  • Number
  • Checkbox
  • Picklist
  • Multipick

If there are Picklist or Multipick dropdowns, you can select one or more options from the list.

Picklist or Multipick Dropdown Types

Add additional options to a Picklist or Multipick dropdown

  1. Click the Manage button on the right side of the field
  2. Click + Add option
  3. Enter the new value
  4. Click Save

Delete options to a Picklist or Multipick dropdown (Available to Administrators only)

  1. Click the Manage button on the right side of the field
  2. Click the bin icon on the right side of the applicable value
  3. Click Save

Note: 

  • If you delete a value from the dropdown, the change will not take effect until you click Save.
  • Deleting a value will remove it from all entities using that option and cannot be recovered. Please proceed with caution.

Additional Information

This article covers how to use existing Custom Fields that have already been created and made available on Entity records. 

For instructions on how to create or manage Custom Fields, refer to the Self Manage Custom Fields article about Custom Field configuration for admins.

Video Instructions