Custom Fields in Nexi

Custom fields let you tailor contact data in SalesNexus 2.0 to match your workflows. This article covers what custom fields are, where they appear, the only two ways to create them, how to view/edit values on a contact, and best practices.

What Custom Fields Are

Custom fields are additional data points you define for contacts (e.g., Implementation Start Date, Renewal Risk, Onboarding Status, Product of Interest). They behave like standard fields: they appear on the contact record, can be used in lookups/filters/list views (where supported), and are shared across your team.

Where You See Custom Fields

• Contact Record – Open any contact and locate the Custom Fields area or the panels where fields are placed. You can view and edit values based on your permissions.

• Panels – Custom fields live inside panels in the contact layout. Panels group related fields (e.g., Account Details, Onboarding).

• Imports & Lists – During contact import, columns can map to existing custom fields or create new ones (see Section 4). In supported list/lookups, add custom fields as columns or filters.

The Only Two Ways to Create New Custom Fields

• From Panels in the Toolbar (Custom Panel Editor)

• During Contact Import (Nexi-Assisted Field Creation)

A) Create via Panels

1. Open the Panels option from the main toolbar.

2. Edit an existing custom panel or create a new custom panel.

3. In the panel editor, add fields to the panel layout. If the field you want does not already exist, create a new custom field from this screen (name it clearly, choose a supported type, save, then place it in the layout).

4. Publish/save your panel. The new field is now available on contacts using that panel.

B) Create via Import (Nexi)

1. Start a contact import and upload your CSV.

2. In field mapping, the system will match columns to existing fields where possible.

3. If the AI cannot find a good match for a column, it will offer to create a new custom field. Review the proposed name and confirm.

4. Complete the import. Newly created fields become available like any other field.

Important: You cannot create new custom fields directly from the contact record or other areas. Field creation is limited to the Panels editor and the Import workflow.

Viewing and Editing Values on a Contact

1. Open Contacts and choose the contact to update.

2. Find the panel or Custom Fields area where the field appears.

3. Click into the value and update it (text, dropdown/multiselect, date/number).

4. Save the contact (or confirm changes, depending on your UI). Changes are shared with your team and may be tracked in contact history.

Using Custom Fields in Lists and Lookups

• Add fields as columns in supported list or lookup views.

• Filter and segment contacts (e.g., Onboarding Status = Active).

• Sort by fields as needed.

Best Practices

• Design before you build – Plan key data points to avoid duplicates and confusion.

• Use clear, consistent names – Prefer names everyone understands (e.g., Implementation Start Date).

• Prefer dropdowns for repeated values – Improves data quality and filtering.

• Review and clean periodically – Remove or stop using fields that are no longer relevant.

Need Help?

• Use the Need Help? dropdown on the Contacts page.

• Search the Knowledge Base for Custom Fields, Panels, and Importing Contacts.

• For complex setups (pipelines, automations, integrations), see Customization and Integrations documentation.