Creating custom fields
Overview
Ortto’s Fields feature displays all people and organization fields within the Ortto account, including those integrated from data sources. Users can create new custom data fields for individuals or organizations within the CDP. Access these records from the People and Organizations pages.
Accessing custom fields
Navigate to Settings > Customer data > Fields.
Managing custom fields
Custom field limits
Field limits per plan level:
Person field limit
- Professional: 100
- Business: 150
- Enterprise: 200
Organization field limit
- Professional: 25
- Business: 25
- Enterprise: 25
NOTE: The limits on legacy plans may differ. Contact support for help.
Custom field types
Custom fields can be created based on supported field data types.
Learn more about supported field data types.
Create a custom field
- Navigate to the Fields page.
- Click Add custom field and then select Create person field or Create organization field.
- In the Create field dialog, specify the Field name and choose an appropriate Field type.
- Click OK to create the custom field.
NOTE:
- If you choose Single select, Multi select, or Aggregate, you will need to specify additional values.
- If your field type is Multi select or Aggregate, please be aware that you will not be able to track changes to the field.
- Long text fields can’t be used in filters or shown in table columns. If you need this functionality, use a Text field instead.
CAUTION:
- Once a custom field is created, it cannot be modified to alter its name, field type or values.
- Only Single and Multi-Select values can be altered post creation.Learn more about editing an exisiting custom field.
Your new custom field will now be available in people/organization records, which can be viewed through the People page or the Organization page.
Editing an exisiting custom field
You can only modify custom fields to enable or disable the Field Activity feature. Once a custom field is created, its name, type, and values cannot be edited.
Learn more about editing an exisiting custom field.
Updating field values
Custom field values in Ortto can be updated in multiple ways, giving you flexibility in how you manage and track your data.
Learn more about updating field values.