Custom data fields allow you to add additional information that is important for your team to have in Planhat. 

This additional information can be related to a company (for example, location, the day the signed the contract, what industry they are in, etc.). 

It can be related to a license (like user limit on a license).

It can be related to a team member, or "user" in Planhat, (their location, mobile number, a link to their calendar)

Or, it can be related to an end-user, or "people in Planhat, (their mobile number, location, etc.)

How to Add Custom Data Fields 

  1. Go to your Settings 
  2. Select Fields 
  3. Select Add New Custom Field 
  4. Then set up the parameters you would like (when setting up your parameters, see above for where each of the data will display for when you're selecting options for "What is the data related to?") 

Featured/Not Featured

You can choose to feature your custom data on the customer 360 profile overview, or you can choose to have it not be displayed. You can do this by checking or unchecking the box next to the option is "featured."

If you choose to not feature the item, a new tab on the Customer 360 view, your user profile, and end user profile page will appear called "Data." Here is where you will be able to still see all of your additional data points without having them crowding your view. 

The gear symbol next to the field means that this is a default field given to you by Planhat and it cannot be remove from the customer overview. 

The ruler icon means it's a custom field you've added and you can choose whether or not it displays.

Locked/Not Locked

Locking the field means that no one is able to edit the field manually. Instead, this data is sent via the API. 

This feature helps ensure that the data sent over remains the way it was from the source. 

Drag & Drop the Fields 

You can drag & drop all of the data fields into the order you'd like them to display on each profile. So if you'd like some of the featured data items to display first you can do so by dragging it to the top.

Types of Custom Data you can include

There are a couple options for what type of data you can choose to have. Below we will cover what each of those types of data look like on the profile. 

  • Text 
  • Number
  • Checkbox 

  • Date
  • List 
  • Multi-Pick-List 

Choose what ever type of data works best for you and your team :).

You can also use this data when creating segments, and your customer health score

Editing Custom Field Types

It is not possible to edit the field type after a custom field has been created (even if you delete all the data related to the custom field). If you want to change the field type, you'll need to delete the custom field and recreate it with the new field type.

Other info

This information can be sent through the Salesforce integration if it's set up in Planhat beforehand, and it can also be sent through the API

Just ask us if you have any additional questions on how to do this! 

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