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 two ways to create custom fields:
-
In your settings
- 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 Create Custom Field from the upper left part of the page.
-
The Create Custom 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 when importing records
-
Complete the steps to Import a list of records until you reach the mapping section.
-
Locate your custom field and select Add Custom Field from the bottom of the dropdown list.
-
Enter a name for the field and select the type of data that will go into it.
-
Click Add.
