Custom fields

A custom field tracks something Yapii doesn't already have a box for, such as a preferred lender, a school district or a gate code. Every field you add shows on every contact, and you can filter your list on it.

Owners and admins

Open Settings, then Custom Fields & Offices, under Your business, and stay on the Custom fields tab (the other tab, Contact offices, is for the offices your contacts belong to). Everyone can see the list; only owners and admins can add or remove fields.

Adding a field

1. Click to add a field.
2. Give it a Name, such as "Preferred lender".
3. Choose its Type.
4. For a dropdown, list the Choices, one per line.
5. Add a Hint if it needs one. The hint shows under the box on each contact, which is worth using when the right answer isn't obvious.

The types

Type	What goes in it
Text	Any words.
Number	A figure you may want to compare or sort on.
Date	A single date.
Dropdown (one choice)	A list where one answer is picked.
Dropdown (several choices)	A list where more than one answer can be picked.
Yes / no	A tick box.
Web link	A web address.

Pick the type carefully

A dropdown keeps your data tidy, because everyone picks from the same list instead of typing their own version. Use Text only when the answer really could be anything.

Using a field

Once a field exists it appears on every contact's page, under their other details. Fill it in the same way as anything else. Each field is one row, with its name beside the box, so a long list doesn't push the rest of the page down.

Custom fields work as filters on your contacts list, so "everyone whose preferred lender is blank" is a list you can pull up and work through.

The list in Settings

Each row shows the field's name, its type and, for a dropdown, how many choices it has. A field that is switched off shows a Hidden label.

• How many people use it. Owners, admins and team leaders see a count on each row, such as 12 people. It counts the contacts you are allowed to open that have something filled in for that field. Click the count to open your Contacts list narrowed to those people. A field nobody has filled in shows 0 people.
• Order. Owners and admins can drag a row by the handle on its left to move it, or focus the handle and use the arrow keys. The new order is saved at once, and if it cannot be saved you are told.

Removing a field

Deleting a field removes it from every contact, along with what was stored in it. Yapii can't put that back, so export first if you might want the information later. See Data and privacy.

Good to know

• Fields are shared across the whole workspace. There are no personal custom fields.
• A field you no longer use is worth deleting rather than leaving blank on every contact, so the contact page stays readable.