Account Custom Fields

While many default, system-provided fields are available for storing details about your Accounts, Custom Fields allow you to store additional information specific to your company and your needs. Details such as customer number, account number, website URL, and even their comments can be stored in fields you create.

• Paminga allows an unlimited number of Account Custom Fields

• Each field may store up to 1024 characters

How to Create an Account Custom Field

Creating an Account Custom Field is easy and quick within your Paminga account. To create a new Custom Field go to Contacts & Account > Accounts > Custom Fields > "+".

You can also create a new Custom Field via the Account Custom Field Dashboard, by selecting the button in the top right corner, "Create Account Custom Field".

Upon selection of either option, a drawer will appear where you are able to create your Account Custom Field.

This will require you to name the Field and choose which Field Type the field is.

Custom Field Types

Custom Fields support the following data types:

• Boolean: The Boolean Custom Field allows for True/False fields.
• Date: The Date Custom field helps you organize Account data using specific dates pertaining to each Account. Example uses include:
  • Campaign Start Date
  • Expiration Date
  • Registration Date
• Date and Time: Much like the Date Field, Date, and Time fields will organize and sort your Account's data using both dates, but also specific times being tracked. Example uses include:
  • BETA code Activation Date
  • Webinar Start
  • Campaign Qualification
• Decimal: Field type used for numbers that include digits after a decimal point. Example uses include:
  • ARR
  • MRR
• Drop Down: If you have a field in which there are set values for the contacts of an Account to select a Drop Down Field is a great option to leverage. Example uses include:
  • Budget
  • Area of Interest
  • Lead Milestone
• Drop Down Multi-Select: This Custom Field type allows for the selection of multiple set fields on the Account level.
• Lookup: A lookup field has the ability to look at a custom object being used on the contact or account level. This can be used in instances where you need to connect the revenue value from an account to a newly created Revenue Lookup Custom Field. Any changes to the custom object will automatically be reflected within the lookup custom field.
• Number: Number contact fields are used to organize any numerical value that can be used to sort Accounts. These values will be organized based on less/greater than or equal to values. Example uses include:
  • Number of Employees
  • Number of Clients
• Text: The most widely used contact custom field type. This field type is used to collect data that can be used as a description or an identifier and can include both text and numerical field values. Example uses include:
  • Region
  • ID Numbers
• Text Area: Text Area Fields are often used for fields in which your Accounts may have more information to add to a field. Example uses include:
  • Paragraph Form Answers
  • Feedback Form Fields
• Website: While you do have the option of creating a Text Type custom field for a website, it will not check to ensure the URL is valid. Using a Website Custom Field does require a protocol identifier (http, https) to make sure that the URL being used is accurate, thus ensuring accurate data management.

Why You Should Use a Text Type for Some Numerical Values

When using numbers for identification purposes, you’ll want to choose the Text Custom Field Type. The reason for this lies in conditions that you will be using in future segments and campaigns. You wouldn’t want to use greater than when looking for individuals in a specific zip code, right? Text fields will allow you to work with identifying numbers in the same way you would a first name, address, or job title!

Mapping Your Custom Field

Once you are done creating your Account Custom Fields, you’ll need to then complete the mapping process. This is done for three distinct reasons:

• Connect Paminga to your CRM so that you can transfer data between the two without inconsistencies occurring
• Direct form answers from either Paminga or your Web Forms back to their corresponding fields in Paminga
• Tell Paminga where to store data that has been uploaded from a CSV file during a CSV upload

Making Changes to an Account Custom Field

You are able to make changes to a Custom Field but there are steps to be taken in order to protect your information. If you’d like to make changes to an actively used Custom Field, be sure to create the new custom field and transfer this data using a one-time Nurture Campaign.

Deleting Account Custom Fields

Deleting your Custom Fields within Paminga will act the same as if you were to remove a folder from a filing cabinet. You’re removing the place for special data to be stored, thus removing the data that would have been in this custom field.