Custom Fields help admins add information about their contacts for marketing, sales, and service processes. Admins can add any custom fields they wish to include information about a contact not covered by the fields already loaded into Canopy.
Roles/permissions
- Roles: Admin
- Permissions: Custom Fields
- Licenses: Client Management
What's in this Article
- Add a New Custom Field
- Create a Dropdown Select Custom Field
- Create a Multi-Select Custom Field
- Edit a Custom Field
1. Click on your profile on the global navigation bar.
2. Choose Settings on the pop-out menu.
3. Select Custom Fields.
4. Click Create Custom Field on the top right-hand of the page.
5. Enter a Field name.
6. Select a Field type.
- Text input provides a field for one line of text to be entered.
- Date provides a field for you to enter a date in mm/dd/yyyy format or select a date from a calendar.
- Dropdown select enables the selection of a single option from a dropdown menu of several options.
- Multi-select allows the selection of one or more options listed.
7. Select the applicable option from the Apply to box.
- Selecting either Individuals or Businesses will only display this custom field when adding the contact type specified.
8. Click Create.
- Your new custom field will be immediately displayed on the Custom Fields screen as well as on the Add Contact and Edit Contact screens.
- For more information, refer to the Adding a Contact article.
Create a Dropdown Select Custom Field
Easily create a drop-down menu from which you or a team member can select one option as a custom field. To get started, click Dropdown select from the Field type menu in the Create custom field window.
1. Enter a name for the drop-down option in the field provided.
2. Click Add an option.
- If needed, click Load options to load pre-set options such as States or Months of the year.
3. Continue adding additional options as needed.
Alternatively, select Load options to autofill States or Months of the year.
Create a Multi-Select Custom Field
The difference between a multi-select custom field and a drop-down select custom field is the ability to select more than one option. A drop-down select will allow the selection of only one option whereas multi-select custom fields will enable the selection of one or more options. To get started, click Multi-Select from the Field type menu in the Create custom field window.
1. Enter a name for the drop-down option in the field provided.
2. Click Add an option.
If needed, click Load options to load preset options such as States or Months of the year.
3. Continue adding additional options as needed.
Edit a Custom Field
Editing a custom field only includes editing the Field name and the selections under the Apply to menu. The Field type is not available for edits after initial creation. To get started, select a custom field from the Custom Fields screen.
1. If needed, edit the Field name.
2. Select a different option from the Apply to box.
- If selecting a new option that is not Both, be aware that new application rules to a custom field will remove the custom field data from all contacts previously assigned to this custom field.
- This change cannot be undone.
- Field type cannot be edited.