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7 published articles
Custom fields let you capture information that is not included in standard record fields. Use them to store business-specific data, organize information into folders, and make that data available throughout supported records, forms, workflows,…
Custom Object Templates let you create industry-specific CRM structures without building everything from scratch. Each template includes ready-to-use Custom Objects, fields grouped into folders, and associations—so you can organize data around real-world processes faster.…
Custom fields help you collect and organize information that goes beyond standard contact details like name, email, and phone number. They allow you to customize records, forms, workflows, and pipelines to match your business…
Custom fields help you collect and organize information that goes beyond standard contact details like name, email, and phone number. They allow you to customize records, forms, workflows, and pipelines to match your business…
Merge fields insert saved data into emails, messages, documents, workflows, calendars, and supported AI prompts. When the content is generated, a token such as {{contact.first_name}} is replaced with information from the relevant record. Use…
Merge fields let you personalize messages and documents by inserting saved details automatically, such as a contact’s name, an assigned user’s email, appointment times, or invoice totals. When a message sends or a document…
This article explains merge fields and custom variables. You’ll learn about different types of fields, such as custom fields, custom values, custom objects, and custom links (trigger links and payment links), and how to…
