Default fields are the newest member of the Custom Fields family to join Outfield. By using Default fields, you can standardize your Account details to ensure your accounts have the proper characteristics added to them. Continue reading to learn more about using and setting up Default Fields.
What are Default Fields?
Like Custom Fields, Default Fields are custom characteristics you can apply to your Account database on Outfield. However, Default Fields are automatically applied to all of your accounts, including accounts that may be created in the future. Default Fields can also have a preset list of options for your team to choose from which helps to avoid mistakes or typos when setting the values of the field. Here are some examples we typically see for Default Fields:
Default Field Name
Default Field Value
North, East, South, West...
Platinum, Gold, Silver, Bronze...
Family Medicine, Home Health, Palliative Care...
[text field for License Number]
Note: Custom Fields are manually created either by admins or users and serve as a free form text fields where users can manually type whatever they want as the name and value of the custom field.
Where can I view and set up Default Fields?
When you are using Outfield, you’ll find the Default Fields and their Values under each account within your Outfield database. These fields are housed under Account Details along with the account’s Street Address, Phone Number, Email, etc.
To set up Default Fields, you can do so within your Team Preferences under the Custom Fields tab using the following process:
1. Click “Setup Default Fields”
2. Click “Add Default Field”
3. Enter the Name of your Field and choose the Field Type, either Text Field or Choice List. If you’re using a Choice List, you’ll need to enter the list of choices into the choice box.
4. Click the red “Save Default Field” button to save your new Default Field.
Why are Default Fields useful?
Simply put, Default Fields help you add another layer of customization to the way you define accounts in Outfield. Typically, organizations who use Outfield have customer characteristics that are unique to their company, industry, or use-case and want that information visible on every account. Examples include Territory, Customer Tier, and Status of the Account but the possibilities are endless and up to your creativity. These fields can then be used to filter and search your account list by your own unique criteria.
Prior to the launch of Default Fields, Custom Fields were the primary way to add these characteristics to your accounts however they have their drawbacks. Since Custom Fields are not automatically created when a New Account is added to Outfield, users have to manually type the names and values of their custom fields, which lead to messy account details due to misspellings and human error from time to time.
Default Fields on the other hand will automatically appear when a new account is created, which reduces the likelihood of human error and ensures that your Accounts have consistent information being inputted.
Get Started making Default Fields here and feel free to send any questions you have regarding Default Fields to firstname.lastname@example.org