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

Click Add Custom Field to create new custom field.

Name the field, select a Field Type, and click Save to create new Custom Field.

Auto Integer

Checkbox - A checkbox appears next to the field name

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

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

Decimal - Allows a number with decimal

Integer - Whole numbers without a decimal

Radio - Presents multiple options with an option to select one. After submitting, available options can be added, editted, or removed.

Select - Presents a drop down of choices. After submitting, available options can be added, editted, or removed.

Text - Single line of text

Textarea - Present a large block for multiple lines of text

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

Add New Custom Fields

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. After completing all required fields, click the Save button.
5. The custom field is saved successfully and added to the Custom Fields list.

Edit Custom Field

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.

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.