Features by Screen: Admin: Manage Custom Fields

Manage Staff Custom Fields

Sometimes it’s useful to be able to merge information about the contact owner into an email, task, or postcard. For example, if you’re sending emails ‘on behalf of’ your employees, you may want to create a signature in the email that has the contact owner’s Name, Phone Number, and Title. 'Contact Owner’s Name' and 'Phone Number' are available in the merge system by default, but 'Title' isn’t an option there. You can add it by making a custom field in this section.

Adding a Staff Custom Field

1. Click on Admin

2. Click on Manage Staff Custom Field

3. Click on the "type" dropdown, and select between a Text field, a Long-Text field and an Image field.

4. Set a Field Name

5. Click the Add Field button

6. Then click the Save Custom Staff Fields button

7. Go to Settings to edit the field

Edit the Field Value In "Settings"

In each user’s ‘Settings’ section(located here), you’ll see that field is now available to be filled out in the Staff Custom Fields area. Make sure each user adds their title to their settings, and clicks the save button to the right of the Settings Section(like this)

How to Use a Staff Custom Field

After you made the field in Admin, then edited it in Settings, you can now merge that information into your messages with these steps:

1. Create an e-mail, task or postcard

2. Right under the body of the message editor for e-mails and tasks, is a dropdown labeled "Mail Merge"(like this). For Postcards it's located at the top left (like this).

3. Once you select you Staff Custom Field, click on the "Insert Mail Merge" button and you will have something that looks like this

When you mail it, it will merge in whatever you saved to that section in Settings.

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