Manage custom fields

On the custom item management screen, you can customize and add any items for leads.
* Custom functions are not available for "Company".

Created custom items can be used in mail distribution lists, saved search conditions, and forms.
It can also be inserted as a mail merge code into the email body (including automated form emails).

Precautions

Salesforce/Kintone integration is out of the scope of integration.

Free Plan-Account without "Manage Custom Fields" permissionThe custom fields feature is not available in .

Click here if you want to use custom items

About the creation procedure

Editing/deleting operations

Usage status

Operation method

FAQ

About the creation procedure

You can create a new item by clicking the "Add Custom Item" button on the Settings > Manage Custom Items screen.

On this screen, change the custom item toRegistration/Change/DeleteOperation is possible.
*Custom items areUp to 50Registration is possible.

custom field name

Enter a custom field name.
[Example] Nickname, etc.

input type

You can select from the following.

Text input (single line)
Text input (multiple lines)
URL
Radio button selection (single selection)
Pull-down selection (single selection)
Check box selection (multiple selection)
List selection (multiple selection)

list contents

For input type "Radio button selection (single selection)", "Check box selection (multiple selection)", "List selection (single selection)",
Enter the contents of the list.
* List contentsUp to 30Registration is possible.

You can increase the contents of the list with the "plus button (+ icon)" on the right.
You can delete the contents of the list with the "Delete button (trash can icon)" on the right.
You can change the order of the contents of the list with the "≡ button" on the left.

Show unselected

In the case of input type "Pull-down selection (single selection)", set "Unselected display" (ON / OFF, input of display content).

ON: You can set the default display of the pull-down when the list contents are not selected to "Please select."
OFF: The default display of the pull-down when the list contents are not selected is the top of the list contents

Registration

Click "Register" to complete the creation of custom items.

Click here for characters and symbols that cannot be used in custom items, character restrictions, and creation restrictions.

About operation

After creation, you can edit/delete from "Operation" on the screen for managing custom items.

Edit: Click the edit button (pencil icon) > "Edit custom item"
Delete: Delete button (trash can icon) > Click "Delete custom item" > ☑ to confirm modal and "Delete"

Click here for notes on editing/deleting and custom items that cannot be deleted.

Usage status

You can check which "lead saved search criteria", "email distribution list", and "form" the custom item is used.

*If the icon is not displayed, it is not in use.

You can check the "name", "updated by" and "updated date" by clicking each usage icon.
For forms only, the form name is a link and you can open the details screen of the form in use in a separate tab.

[Example] Saved search conditions for leads

The mechanism for reflecting the usage status is as follows.

Saved searches for leads	Find Leads > Include Custom Fields in Search > Search → Save the search conditions as they are * Even if you add a tag and save the tag as a condition, it will not be reflected.
Mail delivery list	Find Leads > Include Custom Fields in Search > Search →Create an email distribution list * Even if you add a tag and create a distribution list with that tag as a condition, it will not be reflected.
Form	Item Settings > Add New Item > Add Custom Item → Register (change if editing a created form) * Form usage status ON/OFF, inquiry page public/private, form CV → It has nothing to do with the reflection of the usage status.