Understanding custom fields

Overview

Custom fields enable you to add more details to your resources that may be useful for your workflows, which are in addition to any default fields that Front already has. You can add new custom fields for your contacts, accounts, teammates, and inboxes. Note that you can create up to 50 custom fields per type.

To edit custom fields, you must be a Company Admin.


Instructions

Step 1

Click the gear icon on the top right of Front and into the Company settings tab, and select Custom Fields from the left sidebar menu.

Step 2

You will see different tabs for the various types of custom fields you can create, which are explained in the section below. Click into the tab you want to create a custom field for.

Step 3

Once in the tab, click the corresponding Add custom field button.

Step 4

Fill in the details for this custom field, and click Create.


Types of custom fields

Accounts

Front allows you to add additional custom fields to accounts; such as RevenueAccount Manager, or Account Tier. These account custom fields will then be shown to users in Contact Details and available within rules.

Click here to learn more.

Contacts

Front allows you to add more details to your contacts, such as Job title or NPS score. You can also use the rule engine to scan for your custom contact fields to automate actions. Once custom fields are created, they will be available for use as custom variables in message templates.

Click here to learn more.

Teammates

Custom fields for Teammates allow you to add information about your teammates such as Manager, Role, or Team.

Once you have created the custom fields for Teammates, admins can fill them out within Settings for each teammate, but clicking to the Custom fields section of the teammate's settings.

After the custom fields are set for the teammates, they can now be used in Smart Rules to automate many of your workflows.

Inboxes

Custom fields for Inboxes allow you to add information about your inboxes such as Manager of the team, Triager responsible for triaging the inbox, or any other fields you need.

You can then navigate to your Settings, click into the inbox, and find the Custom fields section. Here, you will see the custom fields you set up for all inboxes, and fill out the specifics for this inbox.

After the custom fields are set for the inboxes, they can now be used in Smart Rules to automate many of your workflows.

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