Applies To
-
Outreach Admins
- Outreach Users
- Custom Fields
- Prospects
- Accounts
- Users
- CRM Plugin
Answer
Prospect, Accounts and Opportunities objects
The custom fields of these 3 objects support various formatting:
- Plain text
- Numerical
- Percentage
- Currency
- Date
- Date/Time
- URL
- Phone Number
- Single-Value pick-list and Boolean (3-value pick-list)
When a custom field will be configured with a specific type, the data they contain, let’s say it is a date or a numerical, will be referenced with filters such as "Before", "After", "Greater Than", or "Less Than." Each data type has its own filters and operators in the List View pages.
When a custom field on a Prospect, Account, or User contains a URL that you want to reference with a variable in your outbound messaging, simply inserting the variable for that custom field will insert the text of the link, it will not be a clickable link. To insert a variable as a clickable link, simply use the "Insert Link" function and, define your Link Text and add the appropriate variable in the "URL" field, as shown below.
When a custom field will be configured with a specific type, the data they contain, let’s say it is a date or a numerical, will be referenced with filters such as "before", "after", "greater than", or "less than." Each data type has its own filters and operators in the List View pages. More on this below.
Custom Field Filter Options
Boolean |
|
Currency |
|
Date |
|
Date/Time |
|
Numerical |
|
Percentage |
|
Phone Number |
|
Picklist (Single select) |
|
Picklist (Multi Select) |
|
Text Field |
|
URL |
|
Data Type Definitions
Type | Display value | *Stored value | Additional Information |
Boolean | "True False (NULL) empty" |
"true (but we also accept 1 via the API) false (but we also accept 0 via the API) (NULL) empty" |
|
Currency | "Formatted number with thousand separator. (NULL) empty" |
"Integer (-2,147,483,647 to 2,147,483,647) (NULL) empty" |
The currency sign is stored separately, not as part of the value, but in the definition field of the CustomField. |
Date | YYYY-MM-DD | Format: YYYY-MM-DD. | Time part will be stripped-of if present. |
Date/Time | YYYY-MM-DDTHH:MM:SS (1985-04-12T23:20:50.52Z) | Format standardized by RFC3339 | No conversion to UTC done. |
Numerical | "Number (NULL) empty" |
"Float (NULL) empty" |
|
Percentage | "Same as numerical: Number" |
"Float (NULL) empty" |
The % sign is not stored as part of the value. |
Phone Number |
"Phone Number. Example: |
"We first validate the number and we do the following: We try to separate the main phone number from any extension by looking for parts separated by the letter 'x' (e.g., ""123-456-7890x3""). We check if the phone number starts with a plus sign ('+'), indicating an international format. If the phone number does not start with a plus, it uses the PhonyRails library to normalize the number based on the given or default country code. The sanitized phone number is parsed using to create a standardized format. If at the end, the phone number is valid, the final output will include: number: The phone number in a standardized format (e164 format). country_code: The international dialing code associated with the number, if available. extension: Any phone number extension found after an 'x'." |
|
Picklists (single select / multi select) |
"Field configuration level: Multi select: |
More or less the same as the “display value” section. |