Custom contact fields
Overview
Front allows you to add more details to your contacts, such as job title or NPS score. Custom fields must be created manually, and can be updated via our API or through the third-party contact integration PieSync. You can also use the rule engine to scan for your custom contact fields to automate actions. Once custom fields are created, they will be available for use as custom variables in canned responses.
Instructions
Step 1
As a company admin, go into your Settings and select Contacts.
Step 2
Click Add a custom field.
Step 3
Enter a Name and Description for your custom field. Then select a data type. Here are a few examples of supported field types:
- String: a company name, job title, or LinkedIn profile url
- Number: an NPS score, user id, or zip code
- Boolean: “yes or no” filters for “Reference” or “Churn Risk”
- Datetime: a date and time for “Deal Closed” or “Renewal”
- Teammate: links to a Front teammate. The value should be the email address of this Front teammate
Step 4
Click Create.
Step 5
Now, go into your Contact Manager, and add a column to view your new custom field.
Step 6
Click Edit on your contact details in the right-most pane, and add an entry for your new custom field.
Step 7
Enter the information, and click Save. You will see your new entry in the appropriate column.
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Im in the demo app at the moment so I am a bit limited - Custom fields can you have drop downs with options? The way you have named things to a non geek confuses me a bit.
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Stephen Martin You should have all access to custom fields on a trial. Can you clarify what you mean by drop-downs with options?
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We want to recommend you to a client but they want to use you as a very basic CRM to keep everything in the same place (deal tracking is via Trello) but they need to be able to group contacts as Advisers / Suppliers / Providers and have a few different custom fields where they can drop down a list on a contact and select an option. Is that possible?
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P.S. I love your community section is it your own built app or is it a piece of SAAS lol
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Stephen Martin You can create Contact Groups for Advisors, Suppliers, and Providers. From there, you can create a custom field for zip code (for example). I don't understand your question. When you say "select an option" what do you mean? To do what with?
And, thank you for the kind words. It is not our own. We use Forumbee 🙂
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Great.
You know how a form has a drop down field with options - Can we create custom fields that have drop down selectable options not just open fields?
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Stephen Martin I see. No, we don't have a dropdown field at this time. You would have to manually write the zip code.
Your account manager should love to further walk you through Front. I believe he has emailed you 😁
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It seems you can't search contacts based on custom fields. Is this possible? e.g. We created an 'internal id' field, but any searches on using the ids always come back empty
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Can I configure contact fields per team? I
I'm a team admin and when I go to settings I don't see the ability to add create contact fields for my team. -
Hi Jacob Bockelmann this is a feature request I've opened for you!
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Is there a limit to the # of custom contact fields we can import?
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Does this new love for Custom contact fields mean that the long wished for ability to use them as variable/merge fields in templates might be coming soon? (Fingers crossed again)
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Romulo Manzano
This would be a tremendous help!
+1,000
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I found it! The custom contact fields are somewhat renamed but they appear to be there. i.e. Home Address becomes recipient.home_address
And, it WORKSThank you!
