Contact Custom fields – Upflow

In Upflow, Contact Custom Fields provide an essential tool to tailor your communication and enhance your workflow efficiency. But what are they? Well, these fields allow you to create specific data points associated with your contacts, enabling better organization and more targeted interactions. In this guide, we’ll walk you through the process of adding and utilizing contact custom fields, ensuring you can make the most of this powerful feature.

Creating Contact Custom Fields

To begin, let’s navigate to the Settings > Custom Fields section.

Add New Custom Fields

1. Once you’re in the dedicated section, you’ll find the option to create a new custom field for the Contacts entity.

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2. Here, you can create fields that are specific to your needs. For example, you might want to add fields for “Billing email” or “Executive contact.”

3. You can also import custom fields from Netsuite or Salesforce. This flexibility means you can maintain consistency across your tools, making your workflow even smoother.

Visibility of Custom Fields

After you create these fields, they will be visible in both the contact list view and on the customer details page. This visibility ensures that you can easily access and use this information when interacting with your contacts.

Contact role - contact details.png

Contact role - contact list view.png

Editing Custom Fields

Editing your custom fields is straightforward, but it’s important to follow the right process. To edit one, simply navigate to the contact edit modal on the Customer page. Here, you can make any necessary changes to the fields you’ve created.
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Best Practice: If you’ve imported this information from a third-party source, it cannot be edited directly into Upflow. This means you’ll need to manage those edits in the original system, but don’t worry, they’ll automatically be updated in Upflow.

Good To Know: Bulk editing of contact fields through the list view isn’t supported. This means that if you need to make updates, you’ll have to do them individually, which can be a bit time-consuming but ensures accuracy.

Integration Note: Currently, Contact Custom Fields integration is available only with Netsuite and Salesforce. If you want to set up custom fields from other sources, you can configure API settings. Here’s how:

Create Custom Field: API Documentation - Create Custom Fields
Import Contact Custom Field: API Documentation - Import Contact Custom Fields

Managing Your Contact Custom Fields

Now that you’ve created your custom fields, let’s look at how to manage them effectively.

Exporting Data

If you need to analyze your data or keep a record, you can export your custom fields via CSV from the Contacts List View. This functionality allows you to work with your data in a familiar format, whether for reporting or further manipulation.

Using Custom Fields in Reminders

Now, let’s talk about how to put your custom fields to use in reminders.

You can use these fields to specify which contacts should receive payment reminders, tailoring your communication to each customer's needs.
Each field can be filtered, allowing for targeted messages. However, keep in mind that you cannot combine multiple fields for a single reminder. This limitation helps simplify the setup and ensures clarity in your communication.

Adding Recipients

You can enhance your communication strategy by using custom fields to specify which contacts should receive collection reminders. To do this, you’ll need to add tags explicitly when you set them as recipients.

Look for your contact custom position and select it:

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Select a value according to the field type:

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If not, you will see the field in red, and it won't be usable. Click "Edit" and add a value:

Action template - add contact field error.png

Good to Know: Always double-check your entries for accuracy to ensure the successful addition of tags. This small step can save you from potential communication hiccups later on.

Takeaways

Custom Fields are vital for organizing contact information and improving targeted communication in Upflow.
You can create and manage custom fields easily, allowing you to import from tools like Netsuite and Salesforce for consistency.
Remember to double-check tags for accuracy to avoid communication errors.
Currently, bulk editing isn’t supported, so updates will need to be made individually to ensure data integrity.
Integration with other sources requires API configuration, providing flexibility.

Conclusion

Now that you’ve successfully set up and managed your Contact Custom Fields in Upflow, you’re well on your way to enhancing your communication strategy and streamlining your cash collection processes. Don’t forget that this feature will not only improve your workflow efficiency but also foster stronger relationships with your customers.

Keep up the great work, and discover how these improvements lead to prompt payments and a more organized approach to managing your communications! 🎉

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