SigParser's Custom Fields feature empowers you to tailor your contact, company, and coworker records by adding fields specific to your organization's needs.
This functionality allows for enhanced data categorization, integration with external systems, and the application of dynamic rules to automate data management processes.
Custom Fields is a robust replacement for the "Tags" feature.
You must have the appropriate permissions to access and edit Custom Fields.
How do Custom Fields Work?
While SigParser provides a suite of standard fields—such as Email Address, Job Title, and Location—Custom Fields enable you to capture additional, organization-specific information. These fields can be applied across Contacts, Companies, and Coworkers, allowing for a more granular and customized data structure.
Examples:
Field Name: Account Owner
Value: Jim Halpert
Field Name: Customer Tier
Value Gold
Custom Fields support various data types, including text, numbers, dates, Booleans, single-select, and multi-select options. This flexibility ensures that you can structure your data in a way that aligns with your business processes.
View & Manage Custom Fields
To access Custom Fields go to Settings > Admin Settings > Fields
From this page you can view, search, sort filter, export, and create new Fields.
Use the drop-down menu to change your Grid View and toggle between different types of Fields.
Select Add or Manage to edit your Fields Grid Views.
Select Search and enter your criteria in the search bars.
Select Export to download a CSV file of your Fields.
Select a Field from the Grid to see details for that Field.
Additional Resources:
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.