# Custom Columns ## Why Use Custom Columns? Custom columns help you: * Track additional information like **Budget Range**, **Follow-Up Date**, or **Lead Preferences**. * Customize your database to align with offline systems and specific workflows. * Enable advanced filtering and segmentation using tailored data fields. *** ## How to Create Custom Columns ### **Step 1. Navigate to Settings**

Screenshot of the Squarebox dashboard with the **Settings > Custom Columns** option highlighted

### **Step 2. Add a New Custom Field** Click **Add New Custom Field** to open the form

Screenshot showing the **Add New Custom Field** button

### **Step 3. Choose Input Type**

Screenshot of the input type dropdown, showing options like Text, Number, Date, Checkbox

**Options include:** * **Text**: For freeform inputs such as “Lead Notes” or specific customer comments. Ideal for capturing open-ended details. * **Number**: For numeric values like “Budget,” “Property Size,” or any quantifiable data related to your customers. * **Date**: For important dates such as “Site Visit Date,” “Follow-Up Date,” or “Contract Expiry Date.” Helps in tracking time-sensitive actions. * **Checkbox**: For boolean fields like “Follow-Up Done” or “Agreement Signed.” Use this to track yes/no statuses efficiently. * **File URL**: To store links to documents, images, or any external files associated with the customer, like “Property Brochure” or “Contract Document.” * **Dropdown**: For predefined options such as “Preferred Property Type” (e.g., 2BHK, 3BHK) or “Lead Priority” (High, Medium, Low). Ensures standardized data entry. * **Radio Button**: For single-choice options like “Contact Preference” (e.g., Email, Phone, WhatsApp). Useful for guiding specific workflows. ### **Step 4. Enter Field Name** Example: Enter "Budget Range" as the field name

Once all details are entered, click the **Create Field Button** to add the custom field.

Screenshot of the newly created custom field appearing in the list

## Editing and Managing Custom Columns ### **Edit a Field**: You can easily modify or manage your custom columns: * **Edit a Field**: Click the **Pencil Icon** next to the custom field to rename it or change its input type. * **Disable a Field**: Use the toggle switch to hide the field without deleting its data.

Screenshot showing both the edit icon and the toggle switch in action

### **Use Cases** Here are some examples of custom fields you can create: * **Budget Range**: Capture the financial capacity of your customers. * **Lead Owner**: Assign a specific team member to a lead. * **Follow-Up Date**: Record when the next action is due. * **Property Preference**: Track specific customer interests, like 2BHK or 3BHK ### **Best Practices** * Create custom fields before importing customer data to ensure alignment. * Regularly review and update custom fields to match evolving business needs. * Use custom fields in filters and segments for more targeted campaigns. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/custom-columns.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.