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 fields

To access the fields page, go to Settings > Customer data > Fields.

Managing fields

The fields page allows users to:

• Create new person or organization fields.
• Edit existing custom fields.
• Delete existing custom fields.
• Restore a deleted custom field.

Using fields in API calls

If you need to include a field in an API call, you can find the field’s ID (e.g., str::first for First Name) in the field list, located on the far right of the field’s name or by clicking on the field’s name.

Field limits

Field limits per plan level:

Custom person fields

• Professional: 100
• Business: 150
• Enterprise: 200

Custom organization fields

• Professional: 25
• Business: 25
• Enterprise: 25

Field activity tracking

Ortto allows field activity tracking for system, custom, and data source fields, except for organization fields and multi-select or aggregate type fields.

Learn more about field activity tracking.

Create a new person or organization custom field

Users can create new custom data fields for individuals or organizations within the CDP.

Learn more about creating custom fields.

Supported data types

Learn more about the supported data types for fields.

Edit an existing custom field

You can only modify custom fields to enable or disable the Field tracking feature or to add/edit the field description. Once a custom field is created, its name, type, and values cannot be edited.

Learn more about editing an exisiting custom field.

Learn more about adding a field description.

Learn more about adding new selectable values to single or multi-select fields.

Learn more about adding, editing or deleting previously added values in single or multi-select fields.

Edit a data source field

While you cannot make direct modifications to the data source fields, you can edit a data source field to enable/disable fields trakcing

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.

Delete an existing custom field

Deleting a custom field removes it from the records of relevant individuals or organizations, accessible via the People and Organizations pages, respectively, along with all associated data.

To delete an existing custom field:

1. Navigate to the Fields page.
2. Locate the relevant custom field and click on its More icon > Permanently delete option.
3. In the confirmation dialog box, type PERMANENTLY DELETE in capital letters, and click OK to proceed with the deletion.

Restore a deleted custom field

It is indeed possible to restore a deleted custom field along with its values.

1. Navigate to the Fields page.
2. Select Add custom field
3. Choose a Person or Organization field, ensuring it matches the same type as the one previously deleted.
4. Enter the field name and click OK.
5. After selecting OK, a message will appear; choose Restore from the options provided.

Filtering fields

On the Fields page, you have the ability to search via field type or through system fields, custom fields, or fields from your connected data sources, making it easier to find and modify them. Additionally, you can filter by people and organization fields to further streamline your search process.