Custom Fields
Learn how to use Custom Fields in Relate
Custom Fields
As shown in the screenshot above, you can add various types of custom fields to the Lead and Contact lists.
To add new custom fields, find the ‘Manage custom fields’ menu when you scroll your mouse cursor on your Workspace name. You will see Workspace ellipsis (⋅⋅⋅) in the (See screenshot below)
Alternatively, you can go to https://admin.relate.so/ to manage custom fields.
Below is a screenshot example of managing Custom Fields.
Types of Custom Field
| Field Data Type | Note |
|---|---|
| Text | Supports plain text format. Great for leaving a short, one-line comment. |
| Multi-line text | Supports more than one line of text. Perfect for leaving long comments. |
| Number | Number format. |
| Date | Date format. |
| Datetime | Date and time format. |
| Select | When entering data, you can select an option from a drop-down. Data is separated by commas (,). If you want to select more than one option, check Accept multiple values when adding the custom field. |
| Resource: Users | You can select team members in your workspace. It is suitable for designating an owner. |
| Resource: Contacts | You can select one of the contacts within a lead (or a company). It is suitable for designating the main point of contact for a customer. |
You can take advantage of custom fields to store and manage various customer information essential to your team. In the future, we will add more data fields such as Deal, URL, or email address.
To check Custom Field modifications reflected immediately, relaunch the Relate app or refresh it by pressing Ctrl+Shift+R (macOS: Cmd+Shift+R) if the app is already running.
Deal Custom Field
As shown in the screenshot above, you can add various types of custom fields on the Deal page.
You can find Manage custom fields menu when you scroll your mouse cursor on your Workspace name. You will see Workspace ellipsis (⋅⋅⋅) in the Relate app. (See screenshot below)
Below is the example of setting Custom Fields.
Types of Custom Field
| Field Data Type | Note |
|---|---|
| Text | Supports plain text format. Great for leaving a short, one-line comment. |
| Multi-line text | Supports more than one line of text. Perfect for leaving long comments. |
| Number | Number format. |
| Date | Date format. |
| Datetime | Date and time format. |
| Select | When entering data, you can select an option from a drop-down. Data is separated by commas (,). If you want to select more than one option, check Accept multiple values when adding the custom field. |
| Resource: Users | You can select team members in your workspace. It is suitable for designating an owner. |
| Resource: Contacts | You can select one of the contacts within a lead (or a company). It is suitable for designating the main point of contact for a customer. |
If you use Custom Field well, you will be able to store and manage various customer information that is essential to your team. In the future, we will add more data fields such as Deal, URL or email address.
To check Custom Field modifications reflected immediately, relaunch the Relate app or refresh it by pressing Ctrl+Shift+R (macOS: Cmd+Shift+R) if the app is already running.