Jaldi Custom Fields – How-To-Use Guide
What is custom fields?
Custom fields let you capture specific information unique to your business needs, beyond standard fields. For example, if you’re in real estate, you could create a custom field for ‘Property Type’ to easily track the kind of property each lead is interested in. This makes it easier to organize data and deliver more personalized follow-ups.
How to create custom fields?
1. Go to Settings -> Customizations -> Create Field

2. Select the field type. There are 5 types of fields you can create:
List: Create a pre-filled list of options for agents to choose from when updating fields.
Number: Only numbers can be entered in this field; entering other characters will result in an error.
Yes/No: Agents will have only two options: Yes or No.
Date: Allows agents to select a date from a calendar to populate the field.
Country: Provides a pre-populated list of countries for agents to select from.

3. Input the name and discription.
Name: The name of the field, which will appear as a label for agents when updating information.
Description: A brief explanation or instruction that will appear beneath the field name, providing agents with guidance on what information to enter. Make sure it’s clear and helpful, as agents will rely on this description to understand the purpose of the field.

4. Choose if you want this field to be required to be filled in. If you enable this, agents will not be able to go next lead without updating this field

6. Tap on Create to finally create the field. Its now ready for your agents to use.
How to delete Custom fields?
Custom fields cannot be deleted to help maintain data integrity and prevent accidental loss of important information. Instead, they can be paused or reactivated as needed. To do this, click on Edit next to the field you wish to modify and select Pause to temporarily disable it. When paused, the field will no longer appear in data entry forms or reports, but any existing data in this field remains safely stored. This approach ensures historical data is preserved while giving you flexibility to adjust active fields according to current requirements
How to edit Custom fields?
To edit custom fields, go to Settings > Customizations and click Edit next to the field you want to modify. Please note that field names cannot be changed once created, ensuring consistency in data tracking. However, you can add or remove options in pre-filled lists to keep them relevant. Additionally, the description of the field can be edited to provide updated guidance or instructions to agents. This flexibility helps you keep custom fields aligned with changing business needs while preserving the field structure
