Custom Text Field with Configurable Max Length

Created by David Micka, Modified on Thu, 11 Jun at 4:30 AM by Aye Myat

Objective

Learn to create and configure a custom text field with a maximum character length in Outreach.

Applies To

Outreach Admins
Prospect and Account custom fields

Before You Begin

If a user exceeds the limit, the value cannot be saved until the input is shortened to fit within the configured limit. A validation message is displayed to the user.
The maximum length be changed after the field is created however, reducing the limit does not truncate existing values that were saved before the change.
The field does not support rich text, only
Does this field support rich text only plain text.
As this may affect CRM sync, Admins should ensure the Outreach field length is compatible with the corresponding CRM field limit to avoid sync issues.
Existing fields remain unchanged unless manually reconfigured.
Prospect and Account records are supported

Overview

Outreach supports a custom text field type that allows admins to define a maximum character length at the point of configuration. Once set, the field enforces that limit wherever it appears, preventing users from saving values that exceed it.

Create short text fields for concise labels, classifications, or structured inputs.
Create longer text fields for notes or descriptions while still enforcing a defined limit.
Align Outreach field limits with corresponding CRM field requirements to avoid sync issues.

Note: This field type is currently available for Prospect and Account records only.

Procedure

Log in to Outreach.
Go to Administration > Records > Prospects or Accounts.
Select Fields configuration.
Click Add configuration or open an existing one to modify.
Select the text field type.
Enter the maximum character length for the field.
Save the configuration.

Once configured, the field is available across supported product surfaces. If a user enters a value that exceeds the limit, Outreach displays a validation message on save and prevents the value from being saved until it is shortened.