Custom Fields

Path: Callproof Support - Website - Custom Fields

What are Custom Fields?

Custom Fields are user-created fields specific to contact records. Custom fields are included on every contact and can be used to filter contact search results.

When searching for contacts, custom fields can be used as search criteria. Custom fields are not displayed on the Contacts Search screen by default, but they can be accessed by clicking the MORE button at the bottom of the Contacts Search Criteria section.

To view existing custom fields, select Custom Fields under the Home tab from the Navigation Bar.

Index of Custom Fields

Navigation: Home → Settings & Customization → Custom Fields

1. Log in to your CallProof account.
2. From the main navigation bar, hover over Home.
3. In the Settings & Customization section of the drop-down menu, select Custom Fields.
4. The Custom Fields page opens, where you can view, add, edit, and manage custom fields.

Create Custom Fields

Add New Custom Fields

To create a new custom field, click Add Custom Field.

Enter the field name, select a Field Type, and click Save to create the custom field.

Available field types:

Auto Integer - Automatically generated integer value

Checkbox - Displays a checkbox next to the field name

Date - Date field (Example: 12/01/2013)

Datetime - Date and time field (Example: 12/01/2013 12:34 PM)

Decimal - Allows numbers with decimal values

Integer - Allows whole numbers without decimals

Radio - Displays multiple options with a single option selection. After saving, available options can be added, edited, or removed.

Select - Displays a drop-down list of choices. After saving, available options can be added, edited, or removed.

Text - Single line text field

Textarea - Allows multiple lines of text

Time - Time field (Example: 12:34 PM)

Navigation: Home → Settings & Customization → Custom Fields

1. On the Custom Fields page, click the Add Custom Field button.
2. The Add Custom Field page opens.
3. Enter the required details in the custom field form.
4. Select the required Field Type.
5. Click the Save button to create the custom field.
6. The custom field is saved successfully and appears in the Custom Fields list.

Edit Custom Field

Click the Edit (pencil) icon

Edit Custom Fields

To edit a custom field select the notepad to the right of the field name and type. The option to change the field name and type will be presented.

To change options available within a select or radio type field, select the list icon right of the field name and type. After selecting, options within these types can be edited, removed, or added.

Navigation: Home → Settings & Customization → Custom Fields

1. Log in to your CallProof account.
2. From the main navigation bar, hover over Home.
3. In the Settings & Customization section of the drop-down menu, click Custom Fields.
4. The Custom Fields page opens.
5. Locate the custom field that you want to edit.
6. Click the Edit (pencil) icon next to the custom field.
7. The Edit Custom Field page opens.
8. Update the required details in the custom field form.
9. After making the required changes, click the Save button.
10. The custom field details are updated successfully.

Remove Custom Field

Delete Custom Fields

Click the red X to the right of the field name and type to remove the field from the system. Callproof will ask for verification if remove is clicked.

Navigation: Home → Settings & Customization → Custom Fields

1. Log in to your CallProof account.
2. From the main navigation bar, hover over Home.
3. In the Settings & Customization section of the drop-down menu, click Custom Fields.
4. The Custom Fields page opens.
5. Locate the custom field that you want to delete.
6. Click the Delete (X) icon next to the custom field.
7. A confirmation message appears.
8. Confirm the deletion.
9. The custom field is deleted successfully from the Custom Fields list.