Question

Adding Source field to People

  • 16 October 2022
  • 3 replies
  • 16 views

Leads have a source field and opportunities have a source field but we want to have a source field for People.  How can we do that?


3 replies

Userlevel 6
Badge +5

Hi @blueivypartners, thanks for posting!

Our default Source field is included on Leads and Opportunities. If you’d like to have a Source field on People, you’ll have to create a new custom field.

If you’re an admin, you can do this by opening any Person and clicking the “+Add new field” button.

 

Then you’ll get a popup where you can customize your new field.

 

If you need to edit this field in the future, you can go to Settings > Customize > Manage Fields on Records > Edit Custom Fields.

 

Hope that helps!

Since the field I want to add is a list of contacts that are already in Copper, I tried a custom field, Connect Field and used “Referred by.”  Are there any limitations I may not be thinking about if I use it that way?

Userlevel 6
Badge +5

@blueivypartners good question! Custom connect fields are great for marking relationships between different contacts. Here are the downsides I would consider:

  • You cannot pull them into the Reporting system
  • They cannot be imported or exported
  • The workflow automation tool cannot update them

If you’re just using that connect field to create links between contacts then it might work for your case!

Another option is using a custom text field instead - this would just be text instead of a hyperlink. The upside to this is you can import/export it and use in the reporting system. The downside is instead of a nice hyperlink to the other contact, it’s just plain text. And if you end up with typos, different spellings, etc it can make it much harder to use it as a filter criteria.

Reply