What are Data Types?
Part of the process when adding a custom field in Planhat is selecting the field's data type. The data type determines the kind of data that can be accepted in that field, for example a data type of "Date" will only accept dates. There are several data type options in Planhat and it's important that you select the correct one 😃.
Data Types and When to Use Them
Text: use text if you want to enter a simple piece of plain text, for example to jot down a quick update or sync a string field from your CRM. (you can't use bold, italic, underline etc).
Rich Text: use rich text when you want to capture longer and more detailed prose. For example, when defining a customer's desired outcomes or providing an in-depth summary on the account. Rich text can include line breaks, bold, italics and underline etc.
📣 Quick tip: you can import hyperlinks into a rich text field, this can be done with a manual import or via API. If you're importing manually then your hyperlink will look something like this in the import file:
<a href=“yourURL”> Link Text </a>
Rating: rate your customers from 1 to 5. For example, you could have a rating field that says "how much does your customer love your product?". Rating fields can become part of health scores.
Number: Insert positive and negative numbers. For example, you could have a number field that displays the total amount of hours that's been spent on training.
Checkbox: you can slide the checkbox from "yes" to "no". For example, you could have a checkbox to show if the customer has migrated from an old platform to a new platform.
Day: A day field captures a date, but ignores the impact of time-zones.
Date: A date field is used to capture a specific date. (The date shown will be based on the users local timezone which might only matter if you are syncing a date field from your CRM).
List: List fields display a list of your choice either in text or with the use of emojis. For example you could have a list field that displays industries and select the respective industry for each customer. List fields can be displayed as Boards in data module and can have time spent in each value measured in dashboards.
Multi-picklist: A multi-picklist is a field where you can select multiple values from a list at the same time.
Team member: A field to show someone from your team.
Team members: A field showing multiple people from your team, for example if several people attend a QBR together.
Enduser: use this data type to display an end-user. For example, you might want to display the main point of contact.
Endusers: display multiple end-users in the same field. You might want to display the main users.