Custom Field Sets (CFS)

1. Feature Overview

A Custom Field Set (CFS) is a reusable group of fields that can be added as a field type within a lead, activity, or opportunity. Instead of adding individual fields one by one, you define the group once and attach it wherever needed.

Common examples include:

• KYC Documents — Passport, PAN Card, Aadhaar Card, Address Proof
• Education Qualifications — College, Degree, Year, Grade
• Business Address — House Number, Street, City, Zip, State, Country

This article covers how to create, configure, enable, and disable custom field sets. Once created, see the following articles to attach a CFS to your records:

• Adding Custom Field Sets to Activities
• Adding Custom Field Sets to Leads
• Adding Custom Field Sets to Opportunities

2. Prerequisites

You must be an administrator to create and configure custom field sets.

3. How It Works

You create a CFS by defining a name, selecting which record types it applies to (leads, activities, or opportunities), and configuring the fields it contains. Once saved, the CFS appears as a selectable field type when you add fields to a lead, activity, or opportunity form.

For example, a field sales team collecting KYC documents could use a CFS as follows:

1. Create a CFS called “KYC Documents” with file-type fields for Passport, PAN Card, Aadhaar Card, and Address Proof.
2. Create an activity called “KYC Document Collection”.
3. Add a field to that activity and select the “KYC Documents” CFS as the field type.

Field agents can then upload documents directly within the activity each time they collect KYC from a lead.

4. Create a Custom Field Set

1. Go to My Profile>Settings>Leads>Manage Custom Field Set and click Create.
2. Enter a Name and an optional Description.
3. Select the record types this CFS should be available for:
   • Lead Integration — available as a lead field type.
   • Activity Integration — available as an activity field type.
   • Opportunity Integration — available as an opportunity field type.
4. Click Next.
5. Configure the fields for the CFS. For each field, select a Field Type from the dropdown. Supported types are Number, String, Date, DateTime, Dropdown, User, File, and Lead.
   • To make a field mandatory, select the checkbox alongside it.
   • For File or Dropdown type fields, click the settings icon to configure additional options (see Field Type Options below).
   • To capture location data, add a Geolocation CFS field. This includes Address, City, State, Country, Pin, Latitude, and Longitude by default, and supports capturing the current location via the LeadSquared mobile app.
6. Click Save.
7. Design the layout of the CFS by dragging and dropping fields to reorder or hide them.
8. Click Next to finish.

The CFS will now appear in the grid. To edit it later, click the settings icon alongside it and select Edit.

Field Type Options

File fields

Supported file types by category:

Dropdown fields

Click the settings icon to configure the available dropdown values.

5. Enable or Disable a Custom Field Set

• To disable a CFS: Click the settings icon alongside the CFS and select Disable.
• To enable a disabled CFS: Filter the grid to show Inactive field sets, then click Enable alongside the CFS.

6. Configure File Storage

By default, files uploaded through a CFS are stored securely in LeadSquared’s Amazon S3 account and are not publicly accessible. If you want to store files in your own Amazon S3 or Alibaba Cloud OSS account, you can configure this separately.

1. Go to My Profile>Settings>Leads>Configure Custom Field Sets.
2. Use the dropdown to select where files should be stored.

To connect your AWS account, see How to Store CFS Files on Your Own S3 Bucket.

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!