Fields
Ortto’s fields feature allows you view all people and organizations (including those added from data source integrations) in your Ortto account’s customer data platform (CDP), as well as define new custom data fields for across all people or organizations in the CDP, where each of these records are available from the People and Organizations pages, respectively.
The Fields page allows you to create new custom fields, as well as edit or delete existing custom fields.
A new field’s custom data could be one of many supported data types ranging from simple types, such as text or numerical fields, through to more complex data types such as JSON objects or data aggregates.
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Access the fields page
To access the Fields page, on the Setup page > Customer data page, click Fields.
On this page, you can:
Create a new person custom field
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On the Fields page, click .
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In the Create field dialog, specify the Field name and choose from one of the appropriate Field types (below).
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If you choose any of the following Field types, you will need to specify additional values:
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Click OK to create the custom field.
Your new custom field becomes available to people records, which are viewable through the People page.
Create a new organization custom field
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On the Fields page, click .
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In the Create field dialog, specify the Field name and choose from one of the appropriate Field types (below).
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If you choose any of the following Field types, you will need to specify additional values:
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Click OK to create the custom field.
Your new custom field becomes available to organization records, which are viewable through the Organization page.
Supported data types
A custom field can be created based on one of the following data types, although some are specific to people or organizations.
The Availability column indicates whether the custom field’s data type is available for person or organization records only, or both.
Data type | Availability | Description |
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Both |
Any combination of letters and numbers whose length is 500 characters or fewer, irrespective of the language used. |
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Long text |
Both |
A text field type whose length is 500 characters or more, irrespective of the language used. |
Organization |
A valid email address, consisting of the format: |
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Number |
Both |
A whole (integer) number. |
Both |
A decimal (floating point) number. |
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Currency |
Both |
A decimal number displayed as currency. The currency symbol used to represent this field’s values in person and organization record data is based on the Default currency settings (accessible through the General setup page). |
Both |
A specific day, month and year. |
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Time and date |
Both |
A specific time and date. |
Boolean |
Both |
A |
Phone number |
Both |
A local or international phone number. |
Both |
A list of values you define from which a single item can be selected. When choosing this field type, the Values section appears in the Create field dialog, allowing you to specify each value from which a single item can be selected:
When creating this type of custom field:
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Both |
A list of values you define from which multiple items can be selected. When choosing this field type, the Values section appears in the Create field dialog, allowing you to specify each value from which multiple items can be selected:
When creating this type of custom field:
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Autocomplete |
Both |
A single value created or selected from existing values. |
Link |
Both |
The URL of a webpage or file. |
Person |
An aggregated total from a specified activity. When choosing this field type, the following fields appear, from which you need to choose a value for each:
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Object |
Both |
A JSON object containing custom data. |
Edit an existing custom field
When editing these field types, only new selectable values may be added to these types of custom fields. It is not possible to delete existing values configured on existing custom fields.
To add these new values to a single or multi select field:
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On the Fields page, locate the relevant Single select or Multi select field type and click its … more icon > Edit option.
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In the Edit custom field dialog, specify any new selectable Values:
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Click Add value (or + icon) to add a new value field.
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Use the
re-order and move any existing value to its new location amongst the list of other values.
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Use the
trash icon to delete a newly added value from the list.
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Click Save, and your new values are added to your single or multi select field.
Delete an existing custom field
Deleting a custom field removes that field from the relevant people’s or organizations' records, accessible through the People and Organizations pages, respectively, along with all its data.
Once deleted, a custom field and any data values stored as part of your CDP are not removed, and can later be restored. |
To delete an existing custom field:
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On the Fields page, locate the relevant custom field and click its … more icon > Permanently delete option.
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In the confirmation dialog box, type
PERMANENTLY DELETE
in capital letters, and click OK to delete your custom field.
A deleted custom field (along with their data values for each CDP record) can be restored by re-creating the person's or organization's custom field again with the same Field name. Upon clicking the OK button, a Restore link is provided, which can be used to recreate the custom field and restore its existing data. (If such a field is recreated without the Restore link, then no CDP data was associated with that custom field.) |