Overview

Custom Fields allow you to capture and organize information that is specific to your business. Because they are fully customizable, the fields you see in your account may differ from other users.

You can use Custom Fields to track important details such as call outcomes, lead information, service types, or any data point relevant to your workflow.

How to Access Custom Fields

To access Custom Fields:

1. Log in to your 800.com dashboard

2. Navigate to:
   Settings → Custom Fields

   

This will take you to the Custom Fields landing page where you can view and manage all fields.

Custom Fields Landing Page Overview

The landing page displays all of your configured custom fields.

Columns Explained

Field Label
The label of the custom field.

Field Name
The name of the custom field.

Field Type
The type of field (for example: dropdown, text, number, boolean).

Entity
Indicates where the field is applied (such as Calls or Contacts).

Created By
Who created the field.

Status
Shows whether the field is active or inactive.

Field Group
The group the field belongs to (if applicable).

Supported Entities

Custom Fields can be applied to the following entities:

• Calls – Data related to individual calls

• Contacts – Information associated with a caller or lead

The selected entity determines where the field appears in the platform.

Creating a Custom Field

To create a new custom field:

1. Click Create Field

2. Enter a Field Name

3. Select a Field Type

4. Choose an Entity (Call or Contact)

5. Assign a Field Group (optional)

6. Define Field Values (if applicable)

7. Click Save

Field Types and Values

The Field Type determines how data is captured and displayed.

Common field types include:

Dropdown (Select)
A list of predefined options.

Text
Freeform input for flexible data.

Number
Numeric values only.

Boolean
Yes/No or True/False values.

Adding Multiple Values (Dropdown Fields)

💡 Note: To add multiple options at once, click the Text Area icon, paste your values from a source document, and use the Sort Alphabetically icon to organize them automatically.

Editing or Deleting a Custom Field

To edit or delete a field:

1. Locate the field on the Custom Fields landing page

2. Click Edit to update the field

3. Click Delete to remove it

⚠️ Deleting a field will remove it from your account and may remove associated data.

Custom Field Groups

Custom Field Groups allow you to organize related fields together.

This is especially useful if your business uses multiple workflows or operates across different industries.

How They Work

• Groups help organize similar fields into logical categories

• They can be created at both the Account and Organization level

• Groups appear throughout the platform wherever custom fields are used

Permissions

• If your account is not part of an Organization:
  Account Admins can create and manage Custom Field Groups

• If your account belongs to an Organization:
  Field Groups are managed at the Organization level

⚠️ Note: If a Field Group is controlled by your Organization, access to fields within that group may change if permissions are updated.

Where Custom Fields Appear

Custom Fields appear in various areas of the platform, including:

• Call detail views

• Contact records

• Reporting and analytics

The selected entity determines where each field is displayed.

Examples of Custom Field Use

Here are a few ways you can use Custom Fields:

Call Outcomes

• Appointment Booked

• Follow-Up Needed

• Not a Fit

Lead Information

• Budget Range

• Timeline

• Service Type

Industry-Specific Data

• Home Services: Service Requested, Urgency

• Healthcare: Appointment Type

• Automotive: Vehicle Interest

Best Practices

• Use dropdown fields for consistent reporting

• Group related fields using Field Groups

• Keep field names clear and easy to understand

• Regularly review and update fields as your business evolves

Need Help?

If you have questions during this process, you can reach out to our support team via email: support@800.com.