Custom contact fields
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.
Go into your Settings and select Contacts.
Click Add a custom field.
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
Now, go into your Contact Manager, and add a column to view your new custom field.
Click Edit on your contact in the third 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.
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?
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 🙂