Configure Custom Field Labels for Users

Objective

Define labels for the custom fields on user records and assign values to each user, so attributes such as Department, Region, and Office Location are clear to everyone who works with them.

Applies To

• Outreach admins

Before You Begin

Confirm the following before you start:

• You have the Admin role. Only admins can configure field labels and assign values.
• You know which attributes you want to label. Each user record supports up to five custom fields, and you don't need to label all five.
• You plan to use plain text values. Picklists, reference lookups, and validation rules aren't available for user custom fields.

Overview

Each user record in Outreach includes up to five custom fields, named Custom field 1 through Custom field 5. You can give each field a label that describes what it holds, such as Department, Region, Office Location, Commission plan, or Employment type, and then assign a value to each field on each user record.

Setting up named custom fields takes two steps:

1. Label the fields. You do this once for your organization.
2. Assign values. You do this for each user.

Labels and values appear wherever custom fields are shown for a user in Outreach, including profile cards, hover previews, and side panels. All custom fields are text fields. Changing a label doesn't change the values already stored in the field.

Procedure

Label the custom fields

1. Log in to Outreach as an Admin.
2. Go to Administration > Records > Users. This page lists the configured user custom fields.
3. Click the ellipsis (...) next to the field you want to label, and then click Edit.
4. In the Configure field dialog, select a custom field from Custom field 1 through Custom field 5.
5. Enter a label for the field, such as Department.
6. Click Save.
7. Repeat steps 3 through 6 for each field you want to label.

Assign values to a user

1. Log in to Outreach as an Admin.
2. Go to Administration > User Management > Users.
3. Select the user you want to update.
4. Open the Custom Fields section.
5. Enter a value for each labeled field.
6. Save your changes.

The labels and values appear wherever custom fields are shown for that user in Outreach.

FAQ

Who can configure the field labels?

Admins with access to Administration can configure field labels.

Who sets the values on each user?

Admins set values from Administration > User Management > Users.

How many custom fields can I define per user?

You can define up to five custom fields per user.

Do I need to label all five custom fields?

No. Label only the fields you need.

Can I change a field label after I create it?

Yes. Go to Administration > Records > Users and edit the field. Existing values are preserved under the updated label.

Does deleting a label delete the stored values?

No. The label configuration is separate from the stored values.

What type of values can I enter?

Custom field values are plain text. Picklists, reference lookups, and validation rules aren't available.

Where do the values appear?

Values appear wherever a user is shown in Outreach, including cards and side panels that show a user's custom fields.