Contact Fields Explained

Overview #

Contact fields store information about your contacts. PloverCRM supports standard fields (built-in) and custom fields (user-defined).

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Field Types #

Type	Description	Examples
Standard	Built-in, cannot be removed	Email, Name, Phone
Custom	User-defined, flexible	Company Name, Industry, Budget

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Standard Fields #

Field	Notes
Email	Validated format, can be unique
First Name	Optional
Last Name	Optional
Full Name	Auto-generated from first + last
Phone	Any format, can be unique
City	Optional
State	Full name or abbreviation
Country	Full name or ISO code
Postal Code	Any format

System Fields (Read-Only): Contact ID, Created At, Updated At, Avatar

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Custom Field Types #

Type	Use For	Examples
Text	Short text (255 chars)	Company Name, Job Title
Textarea	Long text	Bio, Comments
Number	Numeric values	Age, Score, Rating
Email	Additional emails	Work Email
URL	Website links	LinkedIn, Portfolio
Date	Dates	Birth Date, Renewal Date
DateTime	Dates with time	Appointment, Follow-up
Select	Single choice	Industry, Priority
Multi-Select	Multiple choices	Interests, Products
Checkbox	Yes/No or multiple	Newsletter Opt-in
Radio	Single choice (visible)	Gender, Contact Method

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Auto-Generated Fields #

PloverCRM automatically captures additional information when contacts are created:

UTM Tracking: Source, medium, campaign, term, and content parameters from marketing campaigns

Device Detection: Device type, brand, operating system, and browser information

Location: IP information, submission URL, landing page, and referral domain

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Stage Field #

Special field tracking contact lifecycle:

• Default Options: New, Contacted, On Trial, On Hold, At Risk, Unpaid, Paid, Lost
• Features: Customizable colors, cascade rename, deletion protection

Learn more: Contact Stages

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Creating Custom Fields #

To Create Custom Fields:

1. PloverCRM → Settings → PloverCRM tab
2. Custom Fields → Add Custom Field
3. Configure: Label, Type, Group, Options
4. Save

Learn more: Custom Fields Overview

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Naming Best Practices #

Field Names: Use clear, descriptive labels like “Company Name”, “Annual Revenue”, “Lead Source”
Consistency: Keep naming conventions consistent across your organization

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Validation #

Built-in Validation: PloverCRM automatically validates:

• Email format
• URL format
• Numeric values
• Date format
• Required fields

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Industry Examples #

B2B/SaaS: Company Size, Industry, Annual Revenue, Contract Value
E-commerce: Customer Type, Lifetime Value, Last Purchase, Loyalty Tier
Real Estate: Property Type, Budget Range, Preferred Location, Bedrooms
Healthcare: Date of Birth, Insurance Provider, Appointment Dates