Custom Fields

Define additional fields for leads to capture data specific to your business needs.

Note: Custom fields are a premium feature. You need an active premium subscription (not Starter plan) to access this feature.

Accessing Custom Fields

1. Ensure you're in your team account
2. Click Custom Fields in the sidebar
3. The URL is https://sellfaster.eu/home/[team]/custom-fields

Note: Access requires the manager or owner permission or team owner status.

Overview

The custom fields page has two tabs:

• Fields - Manage individual field definitions
• Templates - Group fields into templates and assign them to campaigns

Field Types

Custom fields support the following types:

Text Fields

Number Fields

Date/Time Fields

Selection Fields

Other Fields

Creating Custom Fields

Add New Field

1. Go to the Fields tab
2. Click Create Field
3. Fill in the form:
   • Name (required) - Display name (1-100 characters)
   • Field Key (required) - Unique identifier (lowercase letters, numbers, underscores only)
   • Field Type (required) - Select from available types
   • Description (optional) - Help text for users
   • Required - Whether the field must be filled
   • Default Value (optional) - Placeholder value for new entries
   • Options - For dropdown/multi-select, define the available choices
   • Validation Rules - Type-specific validation (see below)
4. Save

Field Properties

Validation Rules

Text fields:

• Minimum length
• Maximum length
• Pattern (regex)

Number fields:

• Minimum value
• Maximum value
• Decimal places

Date/DateTime fields:

• Minimum date
• Maximum date

Selection Options

For dropdown and multi-select fields:

1. In the Options section, click Add Option
2. Enter Value (internal identifier) and Label (display text)
3. Add more options as needed
4. Reorder by dragging

Editing Fields

Modify Field

1. Click the actions menu on a field
2. Select Edit
3. Update properties
4. Save

Note: The field key cannot be changed if the field is already in use to prevent data integrity issues.

Reordering Fields

Fields can be reordered to control display order on forms:

1. Use the up/down arrows in the action menu of the rows
2. Order saves automatically

Archiving Fields

Archive a Field

Instead of permanently deleting, archive fields to preserve data:

1. Click the actions menu on a field
2. Select Archive
3. Confirm

When archived:

• Field no longer appears on forms
• Existing data is preserved
• Can be restored later

Restore a Field

1. Enable Show archived to view archived fields
2. Click the actions menu on the archived field
3. Select Restore

Templates

What are Templates?

Templates are collections of fields that can be assigned to campaigns. This allows different projects to use different sets of custom fields.

Creating Templates

1. Go to the Templates tab
2. Click Create Template
3. Enter:
   • Name (required)
   • Description (optional)
   • Default - Mark as default template for new projects
4. Save

Adding Fields to Templates

1. Open a template
2. Click Add Field
3. Select fields to include
4. Optionally override the "Required" setting per template
5. Save

Reordering Template Fields

Fields within a template can be reordered:

1. Use drag handles
2. Order saves automatically

Assigning Templates to Projects

1. Click the actions menu on a template
2. Select Assign Campaign or Assign to All Campaigns
3. Toggle projects on/off
4. Changes save automatically

Note: Each campaign can only have one template assigned. Assigning a new template replaces the existing assignment.

Default Template

One template can be marked as default:

• Automatically assigned when creating new campaigns
• Set in template edit form or via the checkbox

Using Custom Fields

On Lead Forms

Custom fields appear automatically when:

• Creating a new lead
• Editing an existing lead
• The campaign has a template with fields assigned

Fields are rendered based on their type with appropriate input controls.

In Lead Tables

Fields marked with Show in Table appear as additional columns in lead list views under https://sellfaster.eu/home.

Filtering

Filter leads by custom field values in:

• Lead list views
• Advanced search

Visibility Conditions

Control when fields appear based on address type:

Permissions

Additionally, all custom fields operations require an active premium subscription.

Best Practices

Field Design

1. Plan ahead - Think about what data you'll need for reporting
2. Use clear names - Make field labels self-explanatory
3. Don't over-create - Only add fields you'll actually use
4. Group logically - Use templates to organize related fields
5. Mark PII fields as GDPR Relevant - Any field capturing personal identifiers (names, emails, phone numbers, national IDs) should have GDPR Relevant enabled so those values are excluded from AI processing and are automatically erased when a GDPR erasure is performed

Field Types

1. Use appropriate types - Match the type to the expected data format
2. Use selections for fixed options - Don't use text when choices are limited
3. Use required sparingly - Only mark truly essential fields as required

Templates

1. Create purpose-specific templates - Different campaign types may need different fields
2. Set a default - Make the most common template the default
3. Document purpose - Use descriptions to explain template usage

Troubleshooting

Field Not Appearing on Form

If a field doesn't show on an address form:

1. Verify the field is included in a template
2. Check the template is assigned to the campaign
3. Verify the field is not archived
4. Check the visibility condition matches the address type

Validation Errors

If field values won't save:

1. Check if the field is marked as required
2. Verify the value matches the expected format
3. Check min/max constraints
4. For selections, ensure the value is a valid option

Premium Feature Unavailable

If you can't access custom fields:

1. Verify your subscription plan (requires Premium, not Starter)
2. Check your billing status
3. Contact your team owner about subscription

Related Topics

• Managing Addresses - Using custom fields on addresses
• Project Configuration - Assigning templates to projects
• Advanced Search - Filtering by custom fields
• GDPR Settings & Data Protection - Data retention and erasure controls