Custom field drop down
Z
Zircon blue Albatross
We'd love for the custom fields to have a drop down feature to ensure consistency across records. We create segments based upon one of the custom fields, but a mispelling leaves a contact out of a segment.
Alex Molloy
Merged in a post:
Contact - Custom Field Dropdowns vs manual type
J
Jacinth Swordfish
I'd like to a Customer Field added to contacts. Most contacts are going to be an employee of a business that is a customer. Also a role field would be nice.
Example:
Contact: John Doe
Role: Superintendent
Customer: Design Builders
Maybe a simpler approach is to this would be to make your custom fields allow for drop downs. That way when you add a custom field called Customer, you can create a customer one time and assign multiple contacts under that customer
How this helps me. I own a construction waste hauling business. I am a subcontractor for home builders. The home builder is my customer. My team and I communicate daily with various superintendents in various neighborhoods. So to be able to have those superintendents saved as contacts, assigned to a builder, assigned to a neighborhood, would help us tremendously
Tawheed Al-towaitee
Merged in a post:
Company Field - Tags & Custom Fields
J
Jacinth Swordfish
Company should be a default field. What contact doesn't work for a company? This is a simple add and one everybody will benefit from immediately. I need to be able to assign my contacts to a company.
The company field should show up by default and I should be able to select from an alphabetized list of companies when creating a contact
Tags should be alphabetized by default. It's great a list of all tags show up when I want to tag a contact, but they show up in a random order
Custom Fields: Custom Fields should show up as a list as well instead of having to manually type the entry every time. This leads to typos and inconsistencies in naming.
Example: I work for Home builders. Most of my contacts need to be assigned to a company, a neighborhood they build in, and assigned a role. Currently I created custom fields to capture each of these, but I have to manually type the entry every time instead of simply selecting from a list
Default option for custom fields: I should have the option to make any of my custom fields as a default entry.
These seem like a simple adds and one that would be beneficial to everyone using the salesmsg
Not having this feature will most likely be the reason I discontinue using the product.
H
Harlequin Chipmunk
We have many private investors and clients who do not work for a company, very common. We would not want a required Company Field.
J
Jacinth Swordfish
Harlequin Chipmunk default fields aren't required. For example Email Address is a default field but it's not required. This just means these fields show up by default, but are not required.
If you don't want to enter a company, just leave it blank like other default fields.
Chris Brisson
Jacinth Swordfish Thanks for sharing this — super helpful context (and I hear you on how painful it is to manually type values and end up with typos/inconsistency). We’ll take a look at adding a default Company field + alphabetized pick-lists for things like Companies/Tags, and making custom fields selectable from a list (with an option to set defaults). We’ll review this with the team and follow up once we have more info.
J
Jacinth Swordfish
Chris Brisson Awesome!
Chris Brisson
Hey Jacinth Swordfish — thanks for sharing this, super helpful context. Totally get the use case (contacts tied to a “Customer” like a builder, plus role/neighborhood), and how dropdown-style custom fields could make that a lot easier to manage across multiple contacts. I’m going to pass this along to the team to take a look, and we’ll follow up here once we’ve got next steps.
Chris Brisson
Great to hear your perspective, Zircon blue Albatross! I have a few more questions for you:
- What specific options would you like to see in the drop-down menu for the custom fields?
- How often do you encounter issues with misspellings affecting your segments?
- Are there any other features related to custom fields that would improve your experience?