{"Status":true,"Message":"","Response":{"post":{"postuid":"h1vsml1ve0","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Creating custom contact fields","slug":"article/h1vsml1ve0-create-or-edit-custom-contact-field","html":"\u003Cp\u003ETo create new custom fields, from the DailyStory navigation bar, select \u003Ccode\u003EContacts \u0026gt; Manage Custom Fields\u003C/code\u003E from the Contacts drop-down menu.\u003C/p\u003E\u003Cp\u003EThis shows the current list of custom contact fields from integrations or previously created fields. \u003C/p\u003E\u003Cp\u003EFrom here, you can manually create fields and manage existing fields:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221070\u0022 data-height=\u00221060\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/40d947c4-5f8b-460f-b9cf-7dab90479ac7.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EOn the Custom Contact Fields box, you can update any of the available fields. Select a field and the Update custom field box will be displayed. You can then proceed to updating the field as you prefer. Activities related to editing and removing fields are logged in the \u003Ca href=\u0022/article/r8yizkzy1v-audit-log\u0022\u003EAudit Log\u003C/a\u003E.\u003C/p\u003E\u003C/cite\u003E\u003Ch2 id=\u0022adding_prebuilt_fields\u0022\u003EAdding pre-built fields\u003C/h2\u003E\u003Cp\u003EDailyStory can automatically add commonly used fields, such as social media URLs, to your contact profile. To use pre-built fields click \u003Ccode\u003E\u002B PRE-BUILT FIELDS\u003C/code\u003E and select the pre-built fields to add:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022631\u0022 data-height=\u0022276\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/261385000c928e64a97215a6a7d8f9f2.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022available_prebuilt_fields\u0022\u003EAvailable pre-built fields\u003C/h3\u003E\u003Cp\u003EBelow are the pre-built fields that supported\u003C/p\u003E\u003Cp\u003E\u003Cb\u003ESocial Media URLs\u003C/b\u003E adds fields for storing URLs to the contact\u0027s social media pages.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EFacebook\u003C/li\u003E\u003Cli\u003EInstagram\u003C/li\u003E\u003Cli\u003ELinkedIn\u003C/li\u003E\u003Cli\u003ETwitter\u003C/li\u003E\u003Cli\u003EYouTube\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022adding_custom_fields\u0022\u003EAdding custom fields\u003C/h2\u003E\u003Cp\u003ETo create a new custom field, click on the \u003Ccode\u003ECreate Field\u003C/code\u003E\u0026nbsp;button:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221116\u0022 data-height=\u0022320\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/adc29368-8a68-49e3-a80e-1e0928c7d67d.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThe page displays the Add custom field popup. \u003C/p\u003E\u003Cp\u003EEnter the required information to create a new custom contact field and click on the \u003Ccode class=\u0022inline-code\u0022\u003EAdd\u003C/code\u003E button. To understand the fields in this box, refer to the next section.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022607\u0022 data-height=\u0022442\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/81fa84ec-c056-4f36-bcd0-45096967cf1b.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EYou can have an unlimited number of customer fields, however there is a limit to the number of fields you can use for segmentation.\u003C/p\u003E\u003C/cite\u003E\u003Ch3 id=\u0022custom_field_options\u0022\u003ECustom field options\u003C/h3\u003E\u003Cp\u003EUse the following table to understand what information is required for each option in the box.\u003C/p\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EOption name\u003C/b\u003E\u003C/td\u003E\u003Ctd\u003E\u003Cb\u003EAction\u003C/b\u003E\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EField name\u003C/b\u003E\u003C/td\u003E\u003Ctd\u003EEnter the name of the new custom field.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EField data type\u003C/b\u003E\u003C/td\u003E\u003Ctd\u003ESelect the corresponding data type of the new custom field from the drop-down list.\u0026nbsp;\u003Ccode\u003EText\u003C/code\u003E\u0026nbsp;\u2014 select if the value for the custom field is in text form.\u003Ccode\u003ENumber\u003C/code\u003E\u0026nbsp;\u2014 select if the value for the custom field is in number form.\u003Ccode\u003EDouble\u003C/code\u003E\u0026nbsp;\u2014 select if the value for the custom field is in decimal form.\u003Ccode\u003EDate/Time\u003C/code\u003E\u0026nbsp;\u2014 select if the value for the custom field is date or time.\u003Ccode\u003EYes or No\u003C/code\u003E\u0026nbsp;\u2014 select if the value for the custom field is either yes or no.\u003Ccode\u003ETrue or False\u003C/code\u003E\u0026nbsp;\u2014 select if the value for the custom field is either true or false.\u003Ccode\u003EPick list\u003C/code\u003E\u0026nbsp;\u2014 select if the value for the custom field is multiple sets of text, separated by a semi-colon.\u0026nbsp;\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EPick list\u003C/b\u003E\u003C/td\u003E\u003Ctd\u003EThis is an option is only available for fields with a data type of \u003Ccode class=\u0022inline-code\u0022\u003Etext \u003C/code\u003Eor \u003Ccode class=\u0022inline-code\u0022\u003Epick list\u003C/code\u003E\u0026nbsp;and enables you to provide a pre-populated list of options for your custom field. You can manually add any value to the field even if a Pick list is enabled. In the NAME box, enter the name of the option you want to add, followed by its option description in the corresponding VALUE box. Add as many options as you prefer.\u0026nbsp;For an example with this configuration, refer to\u0026nbsp;\u003Ca href=\u0022https://docs.dailystory.com/article/xdp80kse8j-understand-custom-field-options\u0022\u003ESample custom field configuration\u003C/a\u003E.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EUsed for search and segmentation\u003C/b\u003E\u003C/td\u003E\u003Ctd\u003ECheck this box if you want to this field to be searchable and available for segmentation. The only time you can set the field to be Indexed (searchable) is when it\u0027s created.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EInclude in export\u003C/b\u003E\u003C/td\u003E\u003Ctd\u003ECheck this box if you want to include the custom field when you export contacts data.\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Ch3 id=\u0022field_format\u0022\u003EField Format\u003C/h3\u003E\u003Cp\u003ESome fields support an optional formatter. For example, fields that are of type Number or Double support formatting options, such as formatting as a currency.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022610\u0022 data-height=\u0022525\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/a715b45d-54f2-42aa-aceb-10417e5848e6.png?v=1469250007\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022when_set_used_for_search_and_segmentation\u0022\u003EWhen set \u0022Used for search and segmentation\u0022\u003C/h3\u003E\u003Cp\u003EA custom contact field should be \u0022used for search and segmentation\u0022 when the field is used to build segments or necessary for search. \u003C/p\u003E\u003Cp\u003EFields such as Text and Text Array should be indexed when the values are used for segmentation, such as product categories where you want to select contacts on their product category.\u003C/p\u003E\u003Cp\u003EDate/Time fields should be indexed when you want to find contacts within a range of dates. Number and Decimal fields should be indexed when you want to find contacts based on a numeric value, such as \u0022Purchased more than $100\u0022.\u003C/p\u003E\u003Cp\u003EGenerally speaking, Yes/No and True/False fields are not good candidates for indexing.\u003C/p\u003E\u003Ch4 id=\u0022example_of_searchable_fields\u0022\u003EExample of searchable fields\u003C/h4\u003E\u003Cp\u003EGiven a list of contacts that you want to manage roles the contacts are in, such as CEO, CFO, Decision Maker. You may first create 3 custom contact fields for each as a Yes/No field. However, a better option would be to create a single Text Array field called \u0022Role\u0022. This way a contact could have zero or more roles and as future roles were added no new contact fields would need to be created.\u003C/p\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWarning\u003C/span\u003E\u003Cp\u003ETo change the index status of a field, you must delete it and recreate it. You will not lose the data already stored, but need to make sure when it\u0027s recreated you use the same API name.\u003C/p\u003E\u003C/cite\u003E\u003Ch3 id=\u0022handling_special_codes\u0022\u003EHandling Special Codes\u003C/h3\u003E\u003Cp\u003EWhen contact field data is imported the default format is title casing. This ensures that data, when imported, is formatted in a friendly manner. For example, \u0022gold members\u0022 would become \u0022Gold Members\u0022.\u003C/p\u003E\u003Cp\u003EHowever, in some cases contact field data should not be formatted, such as when custom codes are used. Contact fields with \u0022_code\u0022 appended to the field name will not be title cased. For example, \u00222021-DISCOUNT\u0022 would remain in all caps.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EWhen custom contact field data is populated through a sync service, such as Mindbody, the logic for how to handling casing of data is handled within the sync service.\u003C/p\u003E\u003C/cite\u003E\u003Ch3 id=\u0022using_custom_contact_fields\u0022\u003EUsing Custom Contact Fields\u003C/h3\u003E\u003Cp\u003ECustom contact fields may be used for a variety of purposes:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003EData from sync\u003C/b\u003E - customer data brought over from a sync service such as Salesforce.com.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EImported data\u003C/b\u003E - customer data appended to contact records when importing customer data.\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EExamples may include:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003EProducts\u003C/b\u003E - list of products the customer has\u003C/li\u003E\u003Cli\u003E\u003Cb\u003ETerritory\u003C/b\u003E - territory this customer belongs to\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EDate Purchased\u003C/b\u003E - custom dates, such as when a customer last purchased\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EProduct categories\u003C/b\u003E - categories the of product the customer purchased\u003C/li\u003E\u003Cli\u003E\u003Cb\u003ETotal Spent\u003C/b\u003E - total amount the custom has spent in their lifetime\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003ESelecting the appropriate data type for your custom field is important. For example, a Date/Time field is used when working with dates whereas a Text Array field is used when working with a list, such as product categories.\u003C/p\u003E","publish_status":0,"post_type":"Article","authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d","author":{"authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d"},"featured_image_updating":false,"meta_description":"Learn how to add and manage custom fields in DailyStory, including creating, updating, segmenting, and importing contact data for better organization.","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":3,"total_views":1120,"date_published":"2025-06-06T15:59:23.637","date_updated":"2025-09-26T15:22:03.097","date_created":"2025-04-23T17:17:12.37"}}}