1 Adding a Custom Field in Lead Liaison
- 1.1 Restrict Picklists
- 1.2 Multi-Option Fields
- 1.3 Custom Address Fields
2 Custom Email Fields
3 Checking Field Usage
4 Deleting Custom Fields
5 Standard Fields
- 5.1 Description of Select Standard Fields
6 Data Merge
7 Field Types

Adding a Custom Field in Lead Liaison

To add a custom field in Lead Liaison do the following:

Click Settings > App Setup > Manage Fields
Click the Add Field button
Enter details of the new custom field:
- Name = Name you'd like to give this custom field. We suggest using the same name you used when adding the custom field to Salesforce.com
- Data Type = Type of data. Data types are explained below.
- Click Save when finished.
The new custom field will appear in System Fields tab.

Customers using OneFocus™ CRM will have a slightly different experience when creating a new Prospect custom field. The same experience applies for creating new custom fields on Deals and Organizations.

Click Settings > App Setup > Manage Fields
Click the Add Field button

Restrict Picklists

For the Multiple Options and Dropdown field type you'll see a Restrict picklist values option. Enable this switch to enforce data integrity with restricted picklists. This setting limits the field to accept only values from your picklist. For example, when enabled, the user will not see the text nor have the option to press enter to add a new value (see first screenshot below). Note, API updates or imports will create new values.

You can also choose to sort values alphabetically or by the order they are added.

Multi-Option Fields

Autocomplete, Multiple Options, and Dropdown fields offer the ability to add the same or different Labels or Values.

- A Label is what the end user will see in the dropdown or multi-select.
- A Value is what is saved into the database.
- When searching the Prospect database or using merge fields the Value is always used.
- Unique Label/Value pairs can be automatically imported into a Lead Liaison form.
- In the example below, we create a Smart Phone field with the Label first, a colon as the separator, and the Value second. In the 2nd screenshot, you'll see how the dropdown is displayed to the user.

Custom Address Fields

The Address field type allows you to create a group of fields. Give the field a name, and it will apply that name to the following sub-fields:

Street Address 1
Street Address 2
City
State
Zip
Country

In the example below, we are create a Shipping Address field. Note that each sub-field is labeled as Shipping Street Address 1 etc.

Custom Email Fields

If you create multiple Email fields, the system will prompt you to select which field to use when sending. You can use the Prospect's primary email, or select one of your custom fields. To change a Prospect's primary email from the standard Email field, click on the flag icon next to the email address on the Details Info Card.

Use the Flag icon next to the address you would like to set as the Prospect's primary email. The system will use this field as a default for this Prospect moving forward.

Checking Field Usage

You can edit or delete fields, but doing so may break mappings in Forms, data merge fields, and Automations. Check where a field is in use by locating it on the Manage Fields page and using the drop-down menu to the far right.

Click on each of the object types to see where the form is used. Click on the object to view/edit.

Deleting Custom Fields

You can delete Custom Fields by using the drop-down menu to the far right of the field.

If the field is in use, the system will display the Field Usage menu. Make sure to update each of the objects to use a different field or you may run into complications with other parts of the system.

Standard Fields

Name	Data Merge Value	With Default Value	Identifier	Data Type

Name	Data Merge Value	With Default Value	Identifier	Data Type
Annual Revenue	%%AnnualRevenue%%	%%AnnualRevenue:default=Default Value Here%%	AnnualRevenue	Decimal
Area of Interest	%%AreaOfInterest%%	%%AreaOfInterest:default=Default Value Here%%	AreaOfInterest	String
Assistant	%%Assistant%%	%%Assistant:default=Default Value Here%%	Assistant	String
Bounced	%%Bounced%%	%%Bounced:default=Default Value Here%%	Bounced	Boolean
Budget	%%Budget%%	%%Budget:default=Default Value Here%%	Budget	Decimal
City	%%City%%	%%City:default=Default Value Here%%	City	String
Comments	%%Comments%%	%%Comments:default=Default Value Here%%	Comments	String
Company	%%Company%%	%%Company:default=Default Value Here%%	Company	String
Company Address	%%companyaddress%% *Comes from "Company Address" field on an Email List.	%%companyaddress:default=Default Value Here%%	companyaddress	String
Company Name	%%companyname%% *Comes from "Company Name" field on an Email List.	%%companyname:default=Default Value Here%%	companyname	String
Competitors	%%Competitors%%	%%Competitors:default=Default Value Here%%	Competitors	String
Country	%%Country%%	%%Country:default=Default Value Here%%	Country	String
Create Date	%%CreateDate%%	%%CreateDate:default=Default Value Here%%	CreateDate	Date Time
CRM	%%CRM%%	%%CRM:default=Default Value Here%%	CRM	String
Current Year	%%currentyear%%	%%currentyear:default=Default Value Here%%	currentyear	String
Date	%%Date%%	%%Date:default=Default Value Here%%	Date	Date
Date and Time	%%DateAndTime%%	%%DateAndTime:default=Default Value Here%%	DateAndTime	Date Time
Department	%%Department%%	%%Department:default=Default Value Here%%	Department	String
Description	%%Description%%	%%Description:default=Default Value Here%%	Description	Text
Do Not Call	%%DoNotCall%%	%%DoNotCall:default=Default Value Here%%	DoNotCall	Boolean
Do Not Email	%%DoNotEmail%%	%%DoNotEmail:default=Default Value Here%%	DoNotEmail	Boolean
Email	%%Email%%	%%Email:default=Default Value Here%%	Email	String
Fax	%%Fax%%	%%Fax:default=Default Value Here%%	Fax	String
First Inbound Activity Date	%%FirstInboundActivityDate%%	%%FirstInboundActivityDate:default=Default Value Here%%	FirstInboundActivityDate	Date Time
First Name	%%FirstName%%	%%FirstName:default=Default Value Here%%	FirstName	String
First Outbound Activity Date	%%FirstOutboundActivityDate%%	%%FirstOutboundActivityDate:default=Default Value Here%%	FirstOutboundActivityDate	Date Time
Full Address	%%FullAddress%%	%%FullAddress:default=Default Value Here%%	FullAddress	String
Full Name	%%FullName%%	%%FullName:default=Default Value Here%%	FullName	String
Geo IP Address	%%geo_ip_addresses%%	%%geo_ip_addresses:default=Default Value Here%%	Geo_IP_Addresses	string
Grade	%%LeadGrade%%	%%LeadGrade:default=Default Value Here%%	LeadGrade	String
Home Phone	%%HomePhone%%	%%HomePhone:default=Default Value Here%%	HomePhone	String
Industry	%%Industry%%	%%Industry:default=Default Value Here%%	Industry	Dropdown
Job Title	%%JobTitle%%	%%JobTitle:default=Default Value Here%%	JobTitle	String
Last 3P Email Respond Date	%%Last3PEmailRespondDate%%	%%Last3PEmailRespondDate:default=Default Value Here%%	Last3PEmailRespondDate	Date Time
Last Autoresponder Link Click Date	%%LastAutoresponderLinkClickDate%%	%%LastAutoresponderLinkClickDate:default=Default Value Here%%	LastAutoresponderLinkClickDate	Date Time
Last Autoresponder Open Date	%%LastAutoresponderOpenDate%%	%%LastAutoresponderOpenDate:default=Default Value Here%%	LastAutoresponderOpenDate	Date Time
Last Autoresponder Sent Date	%%LastAutoresponderSentDate%%	%%LastAutoresponderSentDate:default=Default Value Here%%	LastAutoresponderSentDate	Date Time
Last Chat Date	%%LastChatDate%%	%%LastChatDate:default=Default Value Here%%	LastChatDate	Date Time
Last Chat Decline Date	%%LastChatDeclineDate%%	%%LastChatDeclineDate:default=Default Value Here%%	LastChatDeclineDate	Date Time
Last Content Download Date	%%LastContentDownloadDate%%	%%LastContentDownloadDate:default=Default Value Here%%	LastContentDownloadDate	Date Time
Last Email Link Click Date	%%LastEmailLinkClickDate%%	%%LastEmailLinkClickDate:default=Default Value Here%%	LastEmailLinkClickDate	Date Time
Last Email Open Date	%%LastEmailOpenDate%%	%%LastEmailOpenDate:default=Default Value Here%%	LastEmailOpenDate	Date Time
Last Email Sent Date	%%LastEmailSentDate%%	%%LastEmailSentDate:default=Default Value Here%%	LastEmailSentDate	Date Time
Last Event Status Change Date	%%LastEventStatusChangeDate%%	%%LastEventStatusChangeDate:default=Default Value Here%%	LastEventStatusChangeDate	Date Time
Last Form Submit Data	%%last_form_submit_data%%	%%last_form_submit_data:default=Default Value Here%%
Last Inbound Activity Date	%%LastInboundActivityDate%%	%%LastInboundActivityDate:default=Default Value Here%%	LastInboundActivityDate	Date Time
Last Invite to Chat Date	%%LastInviteToChatDate%%	%%LastInviteToChatDate:default=Default Value Here%%	LastInviteToChatDate	Date Time
Last Landing Page Visit Date	%%LastLandingPageVisitDate%%	%%LastLandingPageVisitDate:default=Default Value Here%%	LastLandingPageVisitDate	Date Time
Last Name	%%LastName%%	%%LastName:default=Default Value Here%%	LastName	String
Last Outbound Activity Date	%%LastOutboundActivityDate%%	%%LastOutboundActivityDate:default=Default Value Here%%	LastOutboundActivityDate	Date Time
Last Referrer

Managing Fields