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Edit an exisiting custom field

Overview

Ortto's Fields feature lets you view all person and organization fields in your account, including those imported from integrated data sources. You can also create custom data fields for individuals or organizations within the platform. This guide explains how to manage and modify those custom fields.

Accessing custom fields

Navigate to Settings > Customer data > Fields.

Managing custom fields

Edit an existing custom field

To modify the Field activity feature on a custom field, follow these steps:

  1. Navigate to the Fields page.
  2. Locate the relevant field and click on its name or the ... icon, then select Edit.
  3. Choose whether to enable or disable the Field activity feature.
  4. Click OK to confirm your changes.

NOTE:

  • You can only modify custom fields to enable or disable the Field activity feature.
  • After creating a custom field, it's not possible to edit its name, field type, or values.
  • Only Single and Multi-Select values can be altered post creation.
  • Field activity tracking is not supported for Organization fields, or for Multi-select and Aggregate field types.

Add, edit or delete values to single or multi-select fields via the fields page

If you need to add new selectable values to a single or multi-select field, follow these steps:

  1. Go to the Fields page.
  2. Find the relevant Single select or Multi select field and click on its name or the ... icon, then select Edit.
  3. In the Edit custom field dialog, specify any new selectable values:
    • Click Add value or use the + icon to create a new value field.
    • Re-order existing values as needed.
    • Delete newly added values using the trash icon.
  4. Click OK to apply the changes. Your new values will now be available in the single or multi-select field.

Add, edit or delete values to single or multi-select fields via a contact profile

Custom people fields

  1. Navigate to the People page.
  2. Open any Contact profile.
  3. In the Contact Info section, click on the Edit/pencil icon.
  4. Find the Field you wish to modify and select the Edit/pencil option.
  5. Here, you can add, edit, or delete values as necessary.

Custom organization fields

  1. Navigate to the Organization page
  2. Open any Organization profile
  3. In the About section, click on the Edit/pencil icon.
  4. Find the Field you wish to modify and select the Edit/pencil option.
  5. Here, you can add, edit, or delete values as necessary.

NOTE: When updating values in a field, like changing from pink to blue, contacts or organizations that previously had pink will continue to display pink unless their profiles are manually updated to reflect the new value.