In this manual, we'll guide you on the process of setting up a new custom field, using 'Single Line' custom field as an illustration. This methodical guide aims to make your task of integrating custom fields that cater to your distinct requirements both seamless and effective.
1. Begin by navigating to the settings area.
2. Next, select the 'Custom Fields' option.
3. Then, proceed to add a new field.
4. Choose the 'Single Line' field type.
In this segment, the selected type of custom field is shown. In our present instance, we're crafting a 'Single Line' custom field, which provides a convenient and streamlined platform for users to incorporate short textual content.
5. Preview the custom field configuration.
6. Afterwards, move forward by clicking 'Next'.
7. Input the name for your field.
Please feel comfortable to name your field appropriately in a way that mirrors your desired objective.
8. Continue by selecting the appropriate group.
In this segment, you can choose the suitable group where the custom field should be incorporated. The dropdown menu provides choices to add the custom field to a contact group, general group, or any special group that you've established specifically for this custom field.
9. Specify a placeholder for the field.
In this portion, you can include a placeholder for your custom field. A placeholder serves as a concise hint or example, guiding users regarding the anticipated input pattern or content.
10. Choose the object type for the field.
Using the dropdown menu, you can effortlessly select the relevant object linked with this specific tab.
11. Enter a prefill value if necessary.
Furthermore, you can designate a prefill value for your custom field. This acts as a default input that will automatically appear when users engage with the field. This feature proves to be a time saver, particularly when most entries possess a shared value or format.
12. Click on 'Additional preferences' for more options.
13. Provide a unique key for the field.
Once you've entered the custom field details into the system, a unique identification key will be automatically created for each custom field. This key, displayed in this section, will act as an exclusive identifier for each field.
14. Add a description for further clarity.
In this segment, you're given the opportunity to furnish further information about your custom field. You can articulate its function and the particular goals it hopes to fulfill within your platform.
15. Finally, save all your changes.
