How to use custom fields to track new data
Custom fields allow you to add a new type of data field to your records. It is unique to the user only. These are data that Invelo doesn't have but you want to track within Invelo. Once created, this field will be added to all of your records.
Custom fields are available on Paid plans only. Upgrade here.
There are three ways to create custom fields:
- In the Settings page
- In the Data Attributes page under More
- When importing records
Method 1: Add custom fields to your settings
-
Click your profile icon in the top right and select Settings from the drop down list.
-
Once you're redirected to the Settings page, select Custom Fields from the menu on the left side of the page.
-
In the Custom Fields page, click Add Field from the upper left part of the page.
-
The Add Field window will pop out. Enter your chosen Field Name and select the type of data that will go into the field.
-
Click Save.
Once added, you can see your custom field data for any record by opening any record and scrolling to the Custom Field section at the bottom of the record.
Method 2: Add custom fields in Data Attributes
-
Click More in the menu bar at the left side of the page, and select Data Attributes.
-
Under Company, click on Custom fields. Once you're in the Custom fields page, select Add field.
-
Enter a name for the field and select the type of data that will go into it.
-
Click Save.
Method 3: Add custom fields when importing records
