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.
Last updated
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.
Last updated
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.
Click Add New Custom Field to open the form
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.
Example: Enter "Budget Range" as the field name
Once all details are entered, click the Create Field Button to add the custom 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.
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
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.
