Custom inbox fields

Overview

Front allows you to add custom fields for existing inboxes to designate fields like Manager or Team. After the custom fields are set, they can then be used in Smart Rules to automate many of your workflows.

Only Company Admins can create new custom field types. Users will need Team Admin access to update existing custom field data.


Create custom fields

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

Click the Inboxes tab, then click Add inbox custom field.

Step 3

Enter a Name and Description for your custom field, then select a data Type. Supported data types:

  • Date and time: a date and time for fields such as Renewal date
  • Inbox: the name of a Front team inbox such as Finance
  • Number: a numerical value for fields such as inbox ID or ZIP code
  • Teammate: links to a Front teammate; the value should be the login email address of this Front teammate, useful for adding the teammates that should be involved such as Manager
  • Text: a text field such as Team or website URL
  • Yes or no: Yes or No filters for fields such as Active

Step 4

Click Create.


Manually enter custom field data

Step 1

Click the Inboxes tab in your left sidebar menu, then select the inbox you’d like to enter data for.

Step 2

Click Custom fields, then fill in any of the custom fields for the inbox.


Import custom field data

Template

You can export a template containing your list of inboxes and any existing custom inbox fields using the export instructions below.

File formatting

Column headings and naming conventions are critical for a successful import. The file may only contain the exact fields listed below, in any order:

Column heading

Inbox field

Example value

Description

inbox_id

Inbox ID

inb_12345

Provide the inbox ID (e.g. inb_12345), not the inbox name (e.g. Marketing Team Inbox). The inbox ID can be obtained via the API or through the downloadable template.

name of your custom inbox field, ex: Manager

Custom fields

Depending on the type of custom field, this could be a string, number, boolean, date time, or teammate email

You can add columns for any of the custom inbox fields you’ve set up.

 

Here are the valid values that can be supplied for each type of custom field column:

Custom field type

Valid CSV values

Date and time

A date and time in ISO format. e.g. 2020-07-10 15:00:00.000 for July 10 at 3 pm

Inbox

Provide the inbox ID (e.g. inb_12345), not the inbox name (e.g. Marketing Team Inbox). The inbox ID can be obtained via the API or through the downloadable template.

Number

A number

Teammate

The login email address of a user within your company in Front (user names are not accepted)

Text

Any text

Yes or no

Valid values include “True”, “False”, “Yes”, or “No” (case insensitive)

Important to know

  • The import will only update existing custom fields. This process will not create brand new custom fields, nor update default fields like inbox_id, inbox_name, and inbox_description.
  • If you delete a row from the spreadsheet, then the corresponding inbox's data will not be modified. However, deleting a column will update the values for that custom field with blank data.
  • Extra columns and rows must be deleted, including blank columns and rows.
  • You can upload up to 3000 rows (not including headers) in a single upload.
  • Up to five upload jobs can be running simultaneously. For large batches of contacts, you can break up your job into five groups of 3000 at a time.

Example

Import instructions

Step 1

Click the Inboxes tab in your left sidebar menu, then Bulk edit custom fields.

Step 2

Click Choose file in the Bulk edit custom fields tab and select your file. You can also drag and drop your file from your computer into this section.

Step 3

Click Import CSV.


Export custom field data

Step 1

Click the Inboxes tab in your left sidebar menu, then Bulk edit custom fields.

Step 2

Click Export custom field data to download a list of all inboxes. The file will contain a list of all inbox IDs and all existing custom inbox fields.

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