Custom Columns

The Custom Columns feature in Squarebox lets you create unique fields tailored to your business needs. Capture data specific to your processes, ensuring alignment with your workflows.

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.

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How to Create Custom Columns

Step 1. Navigate to Settings

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

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

Screenshot of the form

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.