Using Custom Contact Fields in Inquisium

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There are 45 standard fields within your Address Book for every contact, ranging from the expected (name, email address, title) to the thorough (home fax, pager, nickname). However, there's probably something else your organization needs to know about the people responding to their surveys. Ensure that information is tracked with custom contact fields.

Once added, custom contact fields can be displayed in a known survey, included in reports, and imported to and exported from the Address Book.

 
NOTE: If the data you're collecting is specific to one survey (e.g. date or purpose of call), use survey questions instead.


Adding a Custom Contact Field

1 Access the Custom Fields page. Begin by clicking Admin in the top-right. Hover over Account and, under General, click Custom Fields.

From the View dropdown, select Custom Contact Fields.


2 Add the custom contact field. Determine if you want to create a consent type field or an open ended or choice type field.

To add a consent field, click Create Consent Field. This will require contacts to give their consent for you to use their personal information, which allows you to abide by GDPR requirements. Give it a name, then give the field a code, which is necessary to generate a data tag for the new field. Add the Acceptance Text, which will appear next to the radio button that a respondent selects.

User-added image
 
Click Save.
 
NOTE: Once a contact answers a consent type field, the Consent Text can no longer be edited.

Click Create Custom Field. Name the custom contact field. Feel free to reuse this name in the Code textbox. The code is necessary to generate a data tag for the new field. Consider entering help text to provide further guidance. This will display to fellow users in the Address Book and respondents filling out the survey. In the example below, XXX-XXX-X has been entered to illustrate the proper format for student IDs.
 
User-added image


Select a field type. Your choices include:
 
  • Open Ended Text - Date/Time - Provides a series of drop-downs for each collected field. To make date selection faster, enable a pop-up calendar.
User-added image
  • Open Ended Text - One Line
  • Open Ended Text - Comment Box - Generates a text box with a set character limit.
User-added image
 
  • Choice - Single Answer (Drop-Down) - Displays your entered answers in a dropdown.
  • Choice - Single Answer (Vertical) - Displays your entered answers as a vertical list of radio buttons.
  • Choice - Single Answer (Horizontal) - Displays your entered answers as a horizontal list of radio buttons.
NOTE: If there are more than 100 choices to select from, the format will automatically convert to a clickable button, which will further prompt a pop up window where choices are displayed in a radio button list.
  • Choice - Multiple Answers (Multi-Select Box) - Allows selecting more than one answer by clicking while holding CTRL on the keyboard.
User-added image
 
  • Choice - Multiple Answers (Vertical) - Positions your entered answers alongside a vertical list of check boxes.
  • Choice - Multiple Answers (Horizontal) - Positions your entered answers alongside a horizontal list of check boxes.

Click Save. The custom contact field will now be attached to every contact record within your Address Book.
 
 
NOTE: Add the custom contact fields to your survey.
 
Reordering Your Custom Contact Fields


1 Access the Custom Fields page. Begin by clicking Admin in the top-right. Hover over Account and, under General, click Custom Fields.
 
From the View dropdown, select Custom Contact Fields.

2 Reorder the custom contact fields. Click Set Order. In the Reorder column, drag and drop the fields into your desired order. Click Save.

Rename Your Custom Contact Fields


1 Access the Custom Fields page. Begin by clicking Admin in the top-right. Hover over Account and, under General, click Custom Fields.
 
From the View dropdown, select Custom Contact Fields.

2 Rename your custom contact field. Hover over the User-added image to the right of the contact field and click Edit.

Enter the new name, then click Save.
 

Deleting a Custom Contact Field

1 Access the Custom Fields page. Begin by clicking Admin in the top-right. Hover over Account and, under General, click Custom Fields.
 
From the View dropdown, select Custom Contact Fields.

2 Delete the custom contact field. Hover over the User-added image to the right of the contact field and click Delete, then Confirm.


 

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