How do I set a custom field to appear in a specific Segment? | Cloze, Inc.

How do I set a custom field to appear in a specific Segment?

Custom Fields can appear in one or multiple Segments. When creating or editing a Custom Field you may select specific Segments to ensure your fields are only displayed where they are needed. 

Here are step-by-step instructions on how to create a new Custom Field and select a specific Segment in which it will appear. 

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

 

2.) Tap on Settings

 

3.) Tap on Customize to expand the section and then scroll down to the Custom Fields section. As you scroll down you'll see it just below the Project/Deal settings section.  

4.) Tap on the gear icon next to the section where you wish to add Custom Fields. You can create and edit Custom Fields for People, Companies, and Projects (or Deals, Cases, Sales etc...)

5.) Along the top of the screen tap on the Add button and then select Field. 


6.) Then name your field and select and select the Data Type from the dropdown.

In this example we have selected "Text" for a new field called "Account ID". This field will contain a mix of letters and numbers so the Text Data Type is best.

 

7.) Select the Cloze sections where you would like your new field to appear.

In this example the "Account ID" field will appear on profiles in the People and Companies sections, but not appear on in the Deals section. Tap on Company, People or Deals (or Projects, Cases, Sales etc...) to make your selection. 

8.) Next you can select the Segments and Stages where you would like your new Custom Field to appear. Tap on the funnel icon make your selection. 

In this example the "Account ID" field will only appear in the Customers and Partners Segments.

9.) Tap on Save when you are done.