Custom fields enable richer user profiles to help team members jump-start conversations. The basic user profile contains the user’s name, email, and phone number. For your organization, you can set up custom fields like:
- Function, such as ‘Sales, Marketing, Design, or Support’
- Role, such as ‘Individual contributor, Manager, or CXO’
- Location, such as 'New York HQ, Los Angeles or San Francisco'
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Only team admins can create custom fields.
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Create a custom field
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- Click on the Custom Profile Fields section to expand it.
- Click the Create Custom Field button.
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- Add a name and description for your new custom field.
- Specify values (input) that team members can use to fill the custom field.
- You can allow team members to pick from a list of values, add their own values, or even select another team member's name (for a custom field named 'Manager'?).
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- Click the Preview Custom Field button to verify all details.
- Once you’ve reviewed all info, click Create Custom Field.
Edit a custom field
- Go to Custom Fields in the Admin Panel.
- Click on the Custom Profile Fields section to expand it.
- Click the Edit button next to an existing custom field.
- Once you’ve made changes to the custom field, hit Save.
Delete a custom field
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A custom field CANNOT be deleted once it is in use by your team.
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- Go to Custom Fields in the Admin Panel.
- Click on the Custom Profile Fields section to expand it.
- Click the Edit button next to an existing custom field.
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- Additional parameters can be added should you feel the need for the same.
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- Click Delete Custom Field and confirm.
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If a custom field is in use and you wish to remove/delete the same from your team, you can contact us at support@flock.com and specify which fields require deletion. This can then be carried out from the backend.
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