Custom fields allow your team to capture important data for companies, contacts, and opportunities in Spiro. These fields can be used to filter lists in Spiro and create insightful reports around data.
As an Admin, you can customize under Settings > Custom Fields/Entities.
If you need to create any additional entities to track data, choose "New Entity". Think of an entity as another section on the company, contact or opportunity details page to track data.
You can manage which users see which custom entities under settings > User Visibility.
Choose the entity you would like to add a custom field to. You can add fields to Contact, Companies or Opportunities or to custom entities and objects such as Reminders, Activity or User. Add a label and choose the correct type for your field:
- Single-line text: user can type one line of text
- Multi-line text: user can type multiple lines of text
- Number: user can type a number
- Date Picker: user can choose a date from a calendar
- Single pick-list*: user can choose 1 option from the list
- Multi pick-list*: user can choose multiple options from the list
- Currency: formats number in dollar amount
- Link: a hyperlink that will open up in a new window
- Company Picker: link to another company that exists in Spiro
- Contact Picker: link to a contact that exists in Spiro
- User Picker: link to other Spiro users in your organization
- Calculated Value: calculate a value using other numeric fields (see below for example)
*When creating a pick-list, use a comma to separate each option on the list
Advanced Field Rules:
Dynamic Values Example
Dynamic values creates a dependent relationship between two pick-list type fields. For example, you could create a field called "Contact Type" and another field called "Add to Campaign".
Depending on the Contact Type, I set up "Add to Campaign" to display specific Campaign's dependent on what the Contact type is. For example, if the Contact is a new lead, I wouldn't want the option to add them to the "Onboarding" nor "Product Updates" Campaign. In this case, only "New Lead Campaign" or "Newsletter" are available.
You can stack these rules which allows each "Contact Type" to have a specific list of campaign options dependent on their status.
This is designed to have reduce clutter, and add precision to field relationships.
Calculated Field Example
Let’s say you are selling a monthly subscription-based product for $10 a month. You can create a calculated field multiplying the number of months the customer has signed up for by the unit price.
Questions? Email firstname.lastname@example.org