Custom Fields

If you ever need to capture specific pieces of data for your contacts that Surefire does not have fields for, this can be accommodated using custom fields. Custom fields are managed company-wide for a specific account, not user by user. So only account administrators can add custom fields. But since they are account-wide they can be used for things like advanced searches and dynamic groups. If you delete a custom field from Surefire, all data currently stored for that field for each contact will also be deleted, so please proceed with caution when deleting these fields. Custom fields come in 5 data types:

  • String / Text
  • Number
  • Date
  • Drop Down List
  • Yes/No