Custom fields allow you to store additional data that is not included in the default system fields. In Nexi, you can find and create custom fields in multiple places throughout the platform.
While the primary location for managing fields is the Fields Manager, you can also create custom fields when:
- Building or editing a Custom Panel
- Importing contacts via a CSV file
This flexibility allows you to add new data points exactly when you need them, without interrupting your workflow.
What Custom Fields Are
Custom Fields are additional data points you define for contacts.
Examples include:
Implementation Start Date
Renewal Risk
Onboarding Status
Product of Interest
Custom Fields function like standard fields:
They appear on the contact record
They can be used in lookups and filters (where supported)
They are shared across your team
They follow your permission settings
Accessing the Fields Manager
To begin creating or managing custom fields:
- Click your User menu in the top-left corner
- Select Fields Manager
This will open the central location where all fields are managed.
Navigating the Fields Manager
Inside the Fields Manager, you’ll see:
Tabs Across the Top
- Contacts
- Companies
- Opportunities
These determine where your field will live. Select the appropriate tab before creating a field.
Two Main Sections
-
System Fields (left side)
- Pre-built fields (cannot be deleted)
- Examples: Name, Phone, Address
-
Custom Fields (right side)
- Fields you create
- Initially shows “No custom fields found” if none exist
Creating a New Custom Field
To create a field:
- In the Custom Fields panel, click Add Field
- The New Custom Field window will open
Configuring a Custom Field
When creating a field, you’ll configure the following:
Basic Information
-
Field Name
Internal name used by the system -
Label
Display name users will see -
Type
Defines the kind of data stored (e.g., Character/text) -
Initial Value
Optional default value
Field Options
You can enable additional functionality using checkboxes:
- is Required → Field must be filled out
- is Primary → Can be used in search and key identification
- is Drop Down → Converts field into a selectable list
- multi Select → Allows multiple selections (if dropdown)
- is System → Marks as a system-level field
- is Read Only → Prevents editing
- is Quick Search → Makes searchable
- allow Custom Value → Lets users enter new dropdown values
- allow User Edit List → Users can modify dropdown options
- generate History → Tracks changes over time
- is Zapier → Enables integration usage
- Click Save Field when finished
Once saved, the field will appear in the Custom Fields panel.
Creating Custom Fields in the Panel Editor
Custom fields can be created directly within the Panel Editor while building or editing a custom panel.
Inside the Panel Editor, click the + button in the Available Fields section to open the New Custom Field window.
From here, define the field’s name, label, type, and any optional settings such as required, dropdown, or searchable. This creation process is the same as in the Fields Manager, so any field created here follows the same structure and behavior.
After saving, the new field will appear in the Available Fields list. You can then add it to your panel layout and position it as needed.
Creating Custom Fields During Import
Custom fields can also be created during the contact import process when uploading a CSV file.
After uploading your file, Nexi will display the Field Mapping screen, where it attempts to match your columns to existing fields. If a matching field does not exist, you can select Create New Field directly from the mapping dropdown.
You’ll then define the field’s name, label, and type, just like in the Fields Manager or Panel Editor. Once saved, the field is immediately created and applied to your imported data.
After completing the import, the new custom field will be available throughout your system.
Using Custom Fields in Lists and Lookups
Custom Fields can be used throughout Nexi to organize, filter, and analyze your data more effectively. Once created, they are available in lists, lookups, and reporting tools, helping you build more targeted and actionable views of your data.
You can use Custom Fields to:
-
Add columns to list views
Display Custom Fields alongside standard fields for better visibility into key data points. -
Filter and segment records
Use Custom Field values to refine results—for example, filtering contacts by specific statuses or categories. -
Sort data
Organize records based on Custom Field values to quickly identify trends or priorities. -
Build targeted lookups
Use Custom Fields as criteria to create highly specific lists based on multiple conditions. -
Support automation and reporting
Use Custom Fields to drive workflows, campaigns, and performance tracking.
For more details on building lookups with these fields, see:
How to Create a Lookup in SalesNexus
You're All Set
Custom Fields in Nexi give you the flexibility to capture and organize the data that matters most to your business. You can create and manage fields centrally in the Fields Manager, build them directly while designing Custom Panels, or generate them during a CSV import when new data points are needed.
No matter where they’re created, Custom Fields follow the same structure and are immediately available across the system. Once in place, they can be used in lists and lookups to filter, sort, segment, and support reporting and automation.
By using Custom Fields across these areas, you can maintain a more organized database, create more targeted workflows, and get greater value from your data.
Need Help?
If you need assistance:
Use the Need Help? dropdown on the Contacts page.
Search the Knowledge Base for articles on Custom Fields, Panels, and Importing Contacts.
For advanced configurations (pipelines, automations, integrations), refer to the Customization and Integrations documentation.
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