Custom Fields allow you to personalize your Kizen account to your business' needs. 

Why Custom Fields

Capture specific information

Trigger specific campaigns, automations or reminders

Personalize your communication with merge fields

Filter and search your database

Quickly add or update standardized fields on Forms, Surveys, or Activities

Every custom field can be categorized so you can organize your data in the best way you see fit. Categories show up as separate tabs within the information block of the individual Contact or Company record

Types of Custom Fields

There are 14 types of standard custom fields that you can add to your contact, company, and deal records. 

  1. Text

Best used for: Storing non-standardized information or notes. The text field holds a max of 255 characters so use this field for quick, straightforward information gathering. 

We recommend against using a text field for information that could be utilized in automations or AI learning, like prospect interests, or personal buyer data.

Examples:

  • Customer ID

  • Nickname

  • Previous software unique identifier

2. File

Best used for: Associating files with specific Contacts or Companies.

Note: There is no file size limit to files you store in Kizen. 

Examples:

  • Proposal

  • Signed contract

  • Photocopy of identifying documents (i.e. passport or birth certificate)

3. Radio Buttons

Best used for: Making quick selections from a short list of standardized options. Radio buttons always show the full list of options on the Contact or Company record, Form, Survey, or Activity so this field is best when the list of options is short, and you want to be able to make a one-click selection.

Examples:

  • Client status

  • Gender

  • A list of ranges (i.e. income or age ranges)

4. Checkboxes

Best used for: Making multiple selections from a list of standardized options. 

Examples:

  • Mailing lists

  • Product/service interests

  • Product/service purchases

5. Dropdown

Best used for: Showcasing a single selection from a standardized list. If you have a long list of options, this field is best to use to keep your Contact or Company record, Form, Survey, or Activity de-cluttered.

Examples:

  • Lead source

  • Industry identifier

  • Client type

6. Date

Best used for: Storing a specific date that can be used as a trigger for marketing, sales, or support automations and reminders.

Examples:

  • Last client touchpoint

  • Wedding anniversary

  • Date contact first became client

7. Long Text

Best used for: Storing longer non-standardized information. Use long text if you want to keep information on the Information Block, rather than the Timeline, or need to import notes from a prior software.

Note: The long text field can't be used for automations or AI, so we recommend against it the majority of the time. 

When tracking notes, we encourage using the Note Activity as a way to keep them organized by date, team member, and to make it easier to filter for the information you're looking for. 

Examples: 

  • Past notes from prior software

  • High alert items to look out for

  • Additional information requested from customer 

8. Whole Number

Best used for: capturing a specific round number that you would want to sort by to see who has a specific value, is within a range, or above or below a value. 

Examples:

  • Age

  • Number of children or pets

  • Number of products purchased

9. Decimal Number

Best used for: capturing a specific decimal number that you would want to sort by to see who has a specific value, is within a range, or above or below a value. 

Examples:

  • Timelogs (i.e. length of latest meeting in hours)

  • Prospect rating

  • Customer happiness

10. Price

Best used for: capturing a monetary amount that you would want to sort by to see who has a specific value, is within a range, or above or below a value. 

Examples:

  • Prospect budget

  • Investment amount

  • Household income

11. Email

Best used for: Storing an email address that doesn't require a unique contact record.

Examples:

  • Secondary email address

  • Emergency contact email address

  • Point of contact email address

12. Checkbox

Best used for: A yes/no identifier.   

Examples:

  • Specific product purchased

  • Interest list identifier

  • Identify who needs specific followup

13. Relationship

Best used for: Connecting Contacts/Companies and other Contacts/Companies together that aren't in an employer/employee relationship. The relationship field type is best to be used when you need to filter by or capture specific relationships, but don't want information, like email engagement or other communication, to trickle up from the related Contact to the related Company record.

Examples:

  • Attorney

  • Fund manager

  • Accountant

  • Franchises

  • Referrer

14. Dynamic Tag

Best used for: Ensuring better and more consistent data quality over standard text fields where you have common responses. 

Examples:

  • Prospect Interests

  • Fund manager

  • Accountant

  • Franchises

Creating Custom Fields

Step 1: From your dashboard, click Account from the main toolbar.

Step 2: Click Settings from the dropdown menu.

Step 3: Click Contact Custom Fields or Company Custom Fields.

Custom fields are organized by category, so we want to set up the categories first. Each category is displayed as a tab on your contact record with its respective custom fields located within that tab.

Step 4: To set up your categories, click Edit Categories.

Step 5: Click Add Category to add a new category. 

Name your categories by clicking into the line item. Reorder by dragging and dropping.

Step 6: Once you’ve set up your categories, click Save.

Step 7: Click Add Field to begin adding the individual fields you'd like included on your contact records.

Step 8: Name your custom field and select the appropriate Category and Type from the drop-down menus.

If you choose a type with options, type your options under Options, then click Add Option after each one.

Step 9: Once complete, click Save to save your field.

Repeat Steps 7-9 until all needed fields are added. 

Once fields are added, you can re-order your custom fields by dragging and dropping. You can also visit Custom Fields to edit or delete fields. 

Now that your custom fields are created, you're ready to add your Contacts or Companies

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