Overview
Custom Fields let you go beyond basic contact information to capture the specific data your business needs. Whether you’re tracking service dates, customer preferences, equipment details, or industry-specific information, custom fields help you organize and manage your contacts exactly how your business operates.
What You Can Do with Custom Fields
- Track service history with date fields for appointments and follow-ups
- Categorize customers using dropdown menus (Residential, Commercial, VIP, etc.)
- Store measurements and quantities with number fields for revenue, square footage, etc.
- Link to external resources with URL fields for websites, documents, or social profiles
- Flag important customers with checkbox fields for special handling or priorities
- Capture multiple selections with multi-select dropdowns for services or interests
Key Benefits
✅ Flexible Data Capture – Create fields that match your business needs
✅ Improved Organization – Filter and sort contacts by custom criteria
✅ Bulk Import Support – Upload hundreds of contacts with custom data via CSV
✅ Team Consistency – Standardize data collection across your organization
✅ Better Reporting – Export custom field data for analysis and insights
Getting Started
For New Users
- Learn the basics → – Understand the 7 field types and their uses
- Create your first field → – Step-by-step field creation guide
- Add data to contacts → – Start using fields with your contacts
For Existing Users
- Bulk upload with custom data → – Import CSV files with custom field data
- Manage existing fields → – Edit, organize, and maintain your fields
- Follow best practices → – Optimize your custom field setup
Complete Guide Index
📋 Understanding Custom Fields
What Are Custom Fields? →
Learn about the 7 field types, benefits, and how custom fields work in LaunchSMS.
🔧 Setting Up Custom Fields
How to Create Custom Fields →
Complete guide to creating text, number, date, URL, checkbox, and dropdown fields.
👥 Working with Contacts
Using Custom Fields with Contacts →
Add and edit custom field data when managing individual contacts.
📊 Bulk Data Management
Bulk Upload with Custom Fields →
Import multiple contacts with custom field data using CSV files.
⚙️ Field Management
Managing Custom Fields →
Edit, activate/deactivate, delete, and reorder your custom fields.
💡 Optimization
Best Practices for Custom Fields →
Tips for naming, organization, data quality, and performance.
🔧 Problem Solving
Troubleshooting Custom Fields →
Solutions to common issues and problems.
❓ Quick Answers
Custom Fields FAQ →
Frequently asked questions and quick answers.
Popular Topics
Quick Reference
Field Types Quick Reference
| Field Type | Best For | Example Use Cases |
|---|---|---|
| Text | Descriptions, notes | Special instructions, preferences |
| Number | Quantities, measurements | Annual revenue, square footage |
| Date | Important dates | Last service, contract renewal |
| URL | Web links | Company website, social profiles |
| Checkbox | Yes/no questions | VIP status, active service |
| Single Select | Categories | Customer type, priority level |
| Multi-Select | Multiple choices | Services needed, communication preferences |
Video Tutorial
Watch: Custom Fields Overview →
8-minute video covering field creation, contact management, and bulk uploads
Access Custom Fields
Ready to get started? Access custom fields in your LaunchSMS dashboard:
- Go to People from your main dashboard
- Click “Manage Custom Fields” (blue button in top-right corner)
- Click “Add Custom Field” to create your first field
Still Need Help?
Contact Support
- Email: help@launchsms.com
- Live Chat: Available in your dashboard
Additional Resources
- CRM Overview → – Learn about other CRM features
- Contact Management → – Basic contact management help
- Data Import Guide → – General importing help
What’s New
Recent Updates
- Dynamic Option Creation – Add new dropdown options while editing contacts
- Enhanced CSV Support – Improved error handling for bulk uploads
- Better Validation – Clearer error messages for field requirements
Coming Soon
- Advanced field relationships
- Custom field templates
- Enhanced mobile support