For a rundown on fields, the capabilities they hold and the importance of setting them up properly, check out the Contact Fields article.
Want to add a new field to start tracking contact information? It's simple.
On the Fields home screen, you'll notice the "+Add Field" button in the top right.
Once you've clicked on this, a modal window will open up:
Adding a field takes five steps:
- Field Name
- Field Key
- Data Type
- Advanced Options
For more information on what Field Name, Field Key and Data Type mean, visit the Contact Fields article.
1. Field Name
Give the field a name. Remember to keep this as clear as possible — you want to know exactly what the field is for when you see it.
2. Field Key
Once you've typed in a name for your field, the system will automatically generate a key for you. Unless you know what you're doing, we recommend not messing with this too much. Doing so might cause problems down the road when you're trying to map inputs to those database fields.
Here's an example:
Once you have a Field Name and Field Key, you need to select a Data Type.
3. Data Type
Like in Microsoft Excel, Data Type determines the way that the field captures and formats the information placed into it. This, in turn, influences what you can do with the data. So you want to make sure you choose wisely depending on how you want to see the information within the field, and what you want to do with it.
Choose from the following options:
TBW: List of Field Types and What They Do
4. Advanced Options
Depending on the Data Type you choose, you may be given some additional options.
By default, a field will only hold one value. Imagine a question like "What is your favorite frozen yogurt flavor?" You might be presented with a list of flavors, from which you could select only one. If you chose Vanilla (no judgment here — vanilla is delicious), but then wanted to change your answer to Chocolate, Chocolate would replace Vanilla in the field.
However, if the question was "What are your favorite flavors?", you'd want to store all of the answers that your customer gave — Vanilla AND Chocolate.
In a scenario like this, you'd want to check the box for "Allow multiple values to be stored in this field." If you were asking for the customer's Work Phone, however, you might not. You'd want only one number — the best number.
Select from options
If you want to provide your customer with options to select from, you'll want to add available options to this field. Do this by clicking on the orange box.
Do this for as many options as you'd like to offer.
This is only relevant if you have multiple employee CityGro accounts with varying levels of visibility. These accounts are often referred to as Admin, Parent or Child accounts.
If you have only one account, or your employee accounts are all of the same rank or standing, you can disregard this step.
Once you have a field the way you'd like it, you might want to determine what CityGro users can see or make changes to it. This can be done by clicking the little "lock" button in the lower lefthand corner of the New Field modal window.
In this menu, you can set the permissions of both Parent and Child accounts.
Once you've completed all five steps in this process, make sure to hit the "Save" button to save your changes. Your field is now ready and waiting to be filled.