Managing Contact Fields

Open Field Management

Click the Manage Fields button (wrench icon) in the contacts grid toolbar. A panel slides open on the right side of the screen showing all available fields with toggle switches and drag handles.

You can also access field management from the contact detail view by clicking the three-dot menu in the top right corner and selecting "Manage Fields." Both entry points open the same panel with the same options.

Show or Hide Fields

Toggle fields on or off to control which columns appear in the grid. Standard fields include Name, Email, Phone, Company, Title, Industry, Last Activity, and Score. When you toggle a field off, it is hidden from the grid view but the data is not deleted - toggle it back on at any time to restore the column.

The following standard fields are available on every SalesSheet.ai account:

• Name: First and last name (always visible, cannot be hidden)
• Email: Primary email address
• Phone: Primary phone number
• Company: Linked company name
• Title: Job title or role
• Industry: Industry classification (auto-populated by AI enrichment when available)
• Location: City, state, or country
• Last Activity: Timestamp of the most recent interaction (call, email, note, or meeting)
• Score: AI-generated lead score based on engagement and fit
• Owner: The team member who created or owns the contact
• Created: Date the contact was added to SalesSheet
• Tags: Labels applied to the contact for categorization

Hiding fields from the grid does not affect the contact detail view. Detail views always show all fields that have data, regardless of your grid column configuration.

Reorder Fields

Drag the handle (six-dot icon) on any field row to reorder columns. The grid immediately reflects the new column order as you drop the field into its new position.

Column order is saved per view, so you can have different field arrangements for different workflows. For example, a "Prospecting" view might show Name, Company, Title, and Score first, while a "Follow-up" view might prioritize Name, Last Activity, Phone, and Email.

The Name column is always pinned to the leftmost position and cannot be reordered. All other fields can be placed in any position you prefer.

Create a Custom Field

Click Add Custom Field at the bottom of the field management panel. A dialog appears where you configure the new field.

1. Enter a Field Name - this is the column header that appears in the grid and the label in the detail view (e.g., "Lead Source," "Contract Value," "Renewal Date")
2. Choose a Field Type from the available options (see below)
3. Optionally mark the field as Required - when enabled, the field must have a value before a contact can be saved
4. Click Save to create the field

Custom fields appear in both grid and detail views and are available to every team member in your organization immediately after creation.

Available Field Types

SalesSheet.ai supports the following custom field types, each suited to different kinds of data:

• Text: A single-line text input for short strings like names, URLs, or identifiers. Maximum 500 characters.
• Long Text: A multi-line text area for longer content like descriptions or detailed notes. Maximum 5,000 characters.
• Number: Numeric values with optional decimal places. Useful for contract values, quantities, or percentages. Supports sorting and filtering by numeric range.
• Date: A date picker for deadlines, renewal dates, or milestones. Dates can be filtered using before/after ranges in grid views.
• Dropdown: A predefined list of options that users select from. Ideal for categorical data like lead source, deal stage, or region. You define the options when creating the field and can add or remove options later.
• Checkbox: A true/false toggle for binary states like "NDA Signed," "Qualified," or "Do Not Call."

Edit an Existing Custom Field

In the field management panel, click the pencil icon next to any custom field to edit it. You can change the field name, update dropdown options, or toggle the required setting. Standard fields (Name, Email, Phone, etc.) cannot be edited or deleted - only shown or hidden.

Delete a Custom Field

Click the trash icon next to a custom field to delete it. A confirmation dialog will appear warning you that all data stored in this field across every contact will be permanently removed. Deleted fields cannot be recovered, so use this action with caution.

If you want to keep the data but stop showing the field, toggle it off instead of deleting it. Hidden fields retain all their data and can be re-enabled at any time.

Filtering by Custom Fields

Custom fields are fully integrated with the contacts grid filtering system. Click the filter icon in the grid toolbar and select any custom field as a filter criterion. The available filter operators depend on the field type:

• Text fields: contains, does not contain, is empty, is not empty
• Number fields: equals, greater than, less than, between, is empty
• Date fields: before, after, between, is today, is this week, is empty
• Dropdown fields: is, is not, is any of, is empty
• Checkbox fields: is checked, is not checked

You can combine multiple field filters to create precise segments. For example, filter by "Lead Source is Referral" AND "Contract Value greater than 10000" AND "Last Activity is this week" to find high-value referral leads with recent engagement.

Saving Field Configurations as Views

Once you have configured your ideal field layout - which fields are visible, their order, and any active filters - save it as a named view using the View Switcher in the grid toolbar. Each saved view remembers its own field configuration independently, so you can switch between completely different layouts with one click.