From Net-Results Support
While many default, system-provided fields are available for storing details about your contacts, Custom Fields allow you to store additional information specific to your company and your needs. Details such as customer number, account number, their website, and even their comments can be stored in fields you create.
- Net-Results allows an unlimited number of Custom Fields
- Each field may store up to 1024 characters
- Custom Fields support the following data types: Text, Number, Date, Date/Time
Adding a New Custom FieldCreate a new Custom Field by clicking New Custom Field in the left column navigation. On the New Custom Field page, simply enter a name for your new field in the text box provided and click Save.
Note: Custom Field Names may only contain letters and numbers. No spaces or special characters are allowed.
Editing a Custom FieldClick the Edit link in the row of the custom field you wish to view. This will take you to the edit page where you will be able to rename the custom field as needed. Changing the name of the custom field will not erase the data you have already collected or affect any of your contact records other than to simply rename the field.
Deleting a Custom FieldTo delete a custom field, click the Delete button. You will be prompted to confirm the delete; click 'Yes'. Please note that deleting a custom field will not only delete the name of the field but will delete all of the information collected under that field. All of your contacts' information about that field will be lost, along with any personalized fields you have on emails and any web form mappings currently using that field. Filters with that data may also be affected and you will not longer be able to search for that attribute. Please use extreme caution when deleting custom fields.
Using Custom Fields in Personalization
Custom Field Type: Drop Down
Drop Down menus offer the benefit of a searchable list of options (which you define) and guard against common data-entry errors like typos or non-uniform naming conventions. When you want to avoid unhelpful and unnecessary variation and stay focused on a key list of defined choices, or just ensure that all the options are visible, drop-downs are an excellent way to accomplish this.
In Net-Results, a Drop Down is a custom field type that can be created at both the Account and Contact levels. You can leverage your Drop Down fields in Net-Results Segments, which offers significant enhancement to features like Reporting, Dashboard Filtering, and Campaign targeting.
As with other custom fields, your Drop Down fields can be mapped to your Salesforce, SugarCRM, or Microsoft Dynamics CRM. Currently, this mapping takes place manually, so be sure to specify identical values for the fields in both Net-Results and your CRM.
Drop Down Fields can also be mapped via CSV import or via an API call. There are a few key things to remember: When passing the drop down value, it must be a plain text value and it must match exactly only of the options that are listed in your drop down field. If a field is passed that does not match one of the options, you will receive an email letting you know specifically which field was not set!
Keep in mind that updating the list in one place (such as by adding or removing values) will not sync across platforms, so changes will not be reflected in your CRM if you update the list in Net-Results or vice versa at this time.
Drop Downs are particularly useful for specifying information related to location. For example, let’s say you’re working on a number of International Accounts, each with multiple offices.
You decide you’d like to keep note of all their key locations, so you create the following custom fields leveraging a Drop Down populated with values corresponding to geographic region (this could be as granular as city or as broad as the part of the world in which their office operates such as APAC):
Satellite Office 1
Satellite Office 2
Satellite Office 3
You can leverage a dropdown broken out by the appropriately specified region (however you choose to define that) and create an Account level custom field that allows you to specify this information.
Creating a Custom Drop Down Field In Net-Results
As stated, Drop Down fields can be associated with custom fields at the Account or Contact level. First, however, you’ll want to create the list of values that make up your drop-down menu. To do this, navigate to the top right of your screen (where your login email is specified) and select to bring up a menu of account options.
- Select Administration.
- From there, select “Drop Downs” - This will bring up a list of any existing Drop Down menus you have created. You can choose to edit an existing Drop Down at any time.
- To Create a New Drop Down, select the New Drop Down link in the blue bar at the top of your screen next to the heading “Drop Downs.”
- Name your Drop Down menu and identify a list of values.
- Save your Drop Down.
You now have a Drop Down menu that can be leveraged at the Account or Contact level.
When you’re ready to apply your Drop Down to a custom field, proceed with the following steps:
- Navigate to Contacts & Accounts in your Net-Results Instance you can choose where you wish to use your Drop Down menu.
- Once you’ve selected either Contacts or Accounts, navigate to the Custom Fields Option.
- Choose the Custom Field Type “Drop Down” or “Drop Down Multi-Select” if you’d like to be able to select more than one value from the list that you define.
- You will now be able to choose from a list of existing Drop Down menus, which you can apply to your custom field or edit as needed.
- Select “Save.”
A Drop Down menu is simply a list of selectable values that can be used again and again across the Accounts and Contacts levels.
Mapping Your Drop Down Field Type to Your Salesforce, SugarCRM, or Dynamics 365.
You can Drop Down fields (sometimes referred to as “pick lists”) from Salesforce, SugarCRM, or Dynamics 365 to Drop Downs you’ve created in Net-Results. Once mapped, the values of your Drop Downs will be kept in sync between Net-Results and your CRM.
To do so, one only need follow the standard process of creating the drop downs and corresponding values in both systems.
You are able to map fields via your CRM’s integration settings in Net-Results. To do this:
- Locate your email login in the top right corner of the screen.
- Select Integration Settings
- Select Your CRM
- Select [CRM] Integration Field Mappings
You will be able to map fields at both the Account and Contact levels.
Types of Drop Downs
As in CRMs such as Salesforce, there are two types of Drop Downs you can select.
- Drop Down
- Drop Down Multi-Select
The Drop Down custom field type allows you to create a standard drop down menu in which one option may be selected. If you wish for users to be able to select multiple values, choose Drop Down Multi-Select.
Drop Downs operate like any other custom field in Net-Results in that they can be set at the Account or Contact level and mapped to your integrated Salesforce, SugarCRM, or Dynamics 365.
The values created in your Drop Down will be available to you when segmenting at both the Contact and Account level as well.Perhaps the largest benefits of the Drop Down Custom Field Type are the ability to specify values precisely (guarding against data entry errors) and the ability for users to discover all available options in a given menu. This ensures a more uniform process for entering key information, segmenting, and reporting on it.