CRM Contact Fields

Fields

Field Types

Fields are assigned one of the following categories:

• Custom: Any fields the org team member creates

• Profile: Includes Name, Pronouns, Honorific, Job Title, Company Name, Headshot, Bio, etc.

• Attribute: Includes Audience Type, Ethnicity, Languages, Speaker Fee, etc.

• Communication: Includes Phone Number, Email, Address, etc.

Org team members can locate these fields within 'Contacts' and 'Speakers' when adding fields to their view as fields will be listed within each category they are assigned.

Renaming System Fields

Team members have the ability to edit the names of system default fields. System default fields are fields that are created by Sessionboard but can be modified including (but not limited to) Biography, Job Title, Audience Type, and Industry.

To edit a system field ensure the field has been added to your dashboard view within 'Contacts' or 'Speakers' and right-click on the field name. From the pop-up window, select 'Edit Column'.

Within the pop-up window, edit the 'Field Name' box. Ensure to click 'Save' once you are done.

Create A Custom Field

1. Within the Fields module select the orange '+Add New Field' button to the right of the page.

   

2. Within the pop-up window, provide a field name and field type (i.e. text, dropdown, checkbox).
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3. Once completed, click the 'Save' button at the bottom of the window.

Managing Attribute Fields

For Attribute Fields that have a dropdown field type, you can adjust the dropdown options by adding new answer choices or editing the existing ones. To do this, ensure the field is added to your 'Speaker' or 'Contact' view and right-click on the field to edit the field options.