Custom fields in Base play a huge role in allowing you to capture the information that you need about your Leads and Customers. Learn how to create custom fields in Base in this video guide.
Creating custom fields in Base
Custom fields are used to store additional data for Leads, Contacts and Deals. To create a custom field go to Settings page, click Leads, Contacts or Deals and select the 'Custom Fields' tab. Base has a variety of custom field types for storing data:
Single Line Text - The single line text field type allows you to enter a single line of text into the custom field. You can add up to 10,000 characters in this field.
Paragraph Text - The paragraph text field type allows you to enter paragraph's of text. You can add up to 65,000 characters in this field.
Checkbox - The checkbox field allows you to have an 'on' or 'off' checkbox.
Dropdown - The dropdown field type allows you to designate choices for a user to select from for this custom field. You'll then be able to select a single choice from this field to apply to a record. You can insert up to 500 choices.
Multi-Select - Similar to a Dropdown field, this will allow you to designate choices for a user to select. This option will allow you to select one, or many, choices to apply to the record in question. For example: if you define choices A, B, and C in a Multi-Select field, you'll be able to apply A and C to a record at the same time. You can insert up to 500 choices here as well.
Date - The date field type will allow you select a certain date to input in the custom field.
Email - The email field type allows you input an email address which then opens your secondary email program to open e.g. Mac Mail or Outlook. You can add up to 500 characters for just one email.
Phone - The phone field type allows you to input a phone number, which can then be called via Base Voice or transfer number. You can add up to 500 characters for just one phone number.
Address - The address field type allows you to input an additional address for your Lead or Contact.
URL - The URL field type allows you to input a web address in a custom field on a Lead, Contact or Deal card.
As part of the custom field process you are able select a 'Value editable only by an admin' checkbox. Checking this box will make the field editable and viewable only by an admin if not filled out. If information has been added to a custom field type, and this checkbox has been checked, a user will be able to see this information but will not be able to edit the field.
Finally the 'Upon conversion' fields allow you to designate which Contacts or Deals this field is transferred to upon converting a Lead.
Upon conversion transfer to deal - Checking this box will transfer the custom field to the Deal card if a Deal is created as part of the Lead conversion process.
Upon conversion transfer to person - Checking this box will transfer the custom field to the individual Contact card if an individual Contact's first and last name are present on the Lead.
Upon conversion transfer to company - Checking this box will transfer the custom field to the company Contact card if a company name is present on the Lead.