Managing Custom Values in Your CRM

What Are Custom Values?

Custom Values are reusable data pairs you create and store centrally in your CRM. Each Custom Value consists of a Key and a Value. You can insert the Key into various parts of the platform wherever you need that specific piece of information. The main benefit is consistency and ease of updates: if the underlying Value needs to change, you only update it once in the Custom Values list, and the change is reflected everywhere the Key is used.

Creating a New Custom Value

Accessing the Custom Values Settings

Within your sub-account, go to Settings and select Custom Values.

Adding a Custom Value

1. Click the New Custom Value button located at the top right of the page.
2. In the form that appears, complete the following fields:
   • Name: This label is used to generate the unique Key. The CRM will automatically format the name (for example, "Office Phone" becomes a key like custom_values.office_phone).
   • Value: Enter the actual data, such as a phone number, address, or standard message, that the Key will represent.
   • Folder (Optional): You can assign the Custom Value to an existing folder for better organization.
3. Save your entry to create the Custom Value.

Organizing and Managing Custom Values

Using Folders

To create a new folder for grouping Custom Values:

1. Click on the Folders tab within the Custom Values section.
2. Click the Add New Custom Value Folder button.
3. Name your new folder. Once created, folders you assign to Custom Values will be visible in the Folder column of the main All Values list. Note: A Custom Value can belong to only one folder, and folders cannot be nested inside each other.

Managing Folders

For each folder listed, you can click the three-dot menu icon on its right side to access options:

• Rename Folder: Change the folder's name.
• Delete Folder: Remove the folder. You will be asked to confirm this action.

Finding Custom Values

Use the search field at the top right of the All Values list. Typing a keyword will filter the list to show only items matching your term.

Managing Individual Custom Values

Next to each Custom Value in the list is a three-dot menu. Click it to access the following actions:

• Move To Folder: Select a different folder for this item from a pop-up menu.
• Edit Custom Value: Open a window to modify the Value or change its assigned folder. You can also change the display Name, but this will not alter the system-generated Key that is already in use.
• Delete Custom Value: Remove this specific item after confirming in a pop-up window.

Performing Bulk Actions

You can manage multiple Custom Values at once:

1. Select one or more Custom Values by checking their boxes in the list.
2. A Bulk Actions button will appear. Click it to see a menu of options, or click Unselect All to clear your choices.
3. Choose an action:
   • Move To Folder: Move all selected items to a chosen folder.
   • Delete Custom Value: Permanently delete all selected items. A confirmation window will appear before proceeding.