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Creating Custom Fields

Customer Success Team
  • Updated
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TIEIT allows you to create fields which can be useful in gathering details from users that are not available in TIEIT's default fields.

The custom fields you create can be used in,

  • Forms
  • Contacts
  • Deals
  • Companies

Navigating to the Custom Fields Settings

  1. From any section in TIEIT, click on the icon (a profile picture or initials) at the top right and click on Settings
  2. By default, the section will open on Personal Settings

Creating a Custom Field

When under the Custom Fields settings, to Add a new field click the + CUSTOM FIELD button in the top right.

Tip: If you already have custom fields set up you do have the ability to edit an existing field by clicking the 3 dots to the far right of the custom field and clicking Edit.

After clicking the + CUSTOM FIELD the Custom Field screen will appear on the right-hand side.

You can now set the following for each custom field,

Field Type

You will be able to add different Field Types of custom fields in TIEIT by clicking the drop-down for Field Type which includes,

Field Type Description Ideal Usage
Text The Text field is a single textbox for collecting one-word answers and short phrases.
Date Is used to allow people to select a date entry for gathering Birthdays or Expected Close Date
Multiple Choice Is used to allow people to select only one answer from a list of choices. for selecting finding out a specific answer from a user, i.e. Mathematical Questions
Drop-down Is used to allow people to select only one answer from a menu of choices. for giving users ranges where they can select which one they fall in, i.e. Age Group
Radio Button Is used to allow people to select only one of a predefined set of options. for giving a person mutually exclusive options where they must select one, i.e. Yes/No Questions
Description / Paragraph Box Is a large text box that accepts multiple lines of text. for Comments or Questions from the people.
The data you can enter for the fields are listed below,
Field Type
Text, Date or Description/Paragraph Box
  • Name
  • Placeholder
  • Required
Multiple Choice, Drop-down or Radio Button
  • Name
  • Option Label
  • Default Selection
  • Required

Where will the field be available and/or pre-populated?

You can toggle where the Custom Field you just created can be used,

  • Companies
  • Contacts
  • Deals
  • Forms

Tip: By default the Select All toggle will be on but you can toggle the location as required.

Once you have set the Type of Field, Values and Where the field will be available you can SAVE AND CLOSE.

Tip: Click the drop-down arrow to get the option for Save and New if you wish to make another custom field.

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