Aside from the typical property fields provided by Uptics, you can create custom fields or properties to capture any additional information about your People, Companies, and Deals
Adding Custom Fields to Uptics
You can add custom properties into Uptics in one of three ways.
During the Import Process - check out the video in this article to see this in action!
From any Contact or Deal List page
From your System Property Settings.
When you proceed to add a custom field through one of the above methods, you will be given a popup to fill out some specifics regarding the custom field you are creating.
Create the Custom Field by completing the following steps:
Fill out the Label - Input the name of the custom field you are creating.
Select the Group - Select the group that this custom field aligns with: Contact Information, Status, System Information, LinkedIn Information, Custom Fields.
The selection you make here determines where this property will be nested under, for example, when you are running filters on your Contact List Pages.
Determine the Field Type - Select the type of field you would like to add.
Text - Used for single-line text.
Dropdown - Allows users to choose a dropdown option from a list of options.
Date Picker - Allows users to select a date as the custom field.
Multi Select - Allows users to choose multiple dropdown options from a list of options.
Radio - Allows users to select a button option from a list of options.
Press the Save button to creat the custom field.
Editing Custom Fields in Uptics
To add, edit, delete, or review the different custom fields you have in your account, follow the steps below:
Go to your profile icon in the bottom left-hand corner and click on Settings.
Under the System Property Settings, click on Custom Properties.
Select a Collection: People, Companies, Deals.
Make your additions, edits, deletions, etc.
