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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.

NOTE: Custom fields are accessible across all plans, with limits varying per plan level.

Accessing fields

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

Managing fields

The fields page allows users to:

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.

Example of where to find the field ID for API calls.

NOTE:

  • Custom fields are only associated with person and organization records, and are independent of activities and their attribute fields.
  • New custom fields can also be created from views of an individual person’s or organization’s record, through the People and Organizations pages, respectively.

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

NOTE: The limits on legacy plans may differ. Contact support for help.

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 Activity feature. 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 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

You cannot make direct modifications to the data source fields; your only option is to enable or disable the Field activity feature.

  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.
Example of settings for a data source field.

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.

NOTE: Upon deletion, a custom field and its associated data values within your CDP are not permanently removed and can be restored later.

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.
Example of restoring a previously deleted field.

NOTE:

  • Upon restoration, the values will reappear for the contacts that had a value present previously.
  • Once a field has been restored, it is not possible to alter the name, field type or values. Only Single and Multi-Select fields can be altered.
  • If such a field is recreated without the Restore link, then no CDP data was associated with that custom field previously.

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.

Example of filtering options.