Configuring Custom Fields
Kickplan supports more than 220 integrations that allow you to easily connect your business data to Kickplan and improve workflows, create automations, dashboards and sync data with external systems, ensuring that your teams have critical customer data at their fingertips.
If your desired integration isn't activated, contact us at [email protected] to request activation.
Click on Settings in the sidebar navigation
From the Settings page, select the Custom Fields tab. At the top right of the Custom Fields table, click Create.
Create a new custom field
In the form, enter in the details of your custom field.
- unique identifier key
- a resource to attach the custom field
- position (relative to other custom fields)
- type (controls data type and display)
- description
- display option
Click Create to save your custom field.
Navigate to Accounts
Now, let's view an example of our custom field we associated with the Account record. Select one of your existing accounts and click Edit.
Add details for your custom field
Notice that your custom field now appears in the Account edit form. Enter in a value for the custom field and Save the record.
Your custom field can be configured to automatically create a hyperlink or a mailto link. You can also control where it's displayed to add commonly used fields to the record's header.
