Applies To
-
Outreach Admins
- Outreach Users
- Custom Fields
- Prospects
- Accounts
- Users
- CRM Plugin
Answer
Prospects & Accounts
All custom fields in Prospects and Accounts are formatted as plain-text fields, even if the corresponding mapped field in your CRM is configured as a date or integer field. There is no mechanism to format an these Custom Fields as anything other than a plain-text field.
Since these Custom Fields are plain-text fields, the data they contain, even if it is a date or a number, cannot be referenced with filters such as "Before", "After", "Greater Than", or "Less Than." The available filters for custom fields within Outreach are: "Is", "Is not", "Starts With", "Is empty", and "Is Not Empty.
Opportunities
The custom fields of opportunity 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 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.