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How to set up and use custom contact fields

Learn how to configure custom data against a contact to capture additional information, specific to your business

Aafia Raheem avatar
Written by Aafia Raheem
Updated over 6 months ago

At FranchiseLab, we understand that every franchisor's needs are unique. To cater to this diversity, FranchiseLab Recruiter offers the flexibility of adding Custom Contact Fields. This feature enables you to tailor the contact information fields to suit your specific recruitment requirements. Whether it's tracking the 'Lead Source' or capturing unique candidate qualifications, Custom Contact Fields enhance your data management capabilities.

Using custom questions in the Information Request requires a Professional or Enterprise Plan. You can contact us to find out more about our plans.

Accessing Custom Contact Fields Settings

  1. Navigate to Settings: Log in to your FranchiseLab Recruiter account as an Admin user and click on the 'Settings' icon.

  2. Go to Configuration: In the Settings menu, select 'Configuration'.

  3. Access Contact Settings: Under Configuration, click on 'Contact Settings'.

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Creating Custom Fields

  1. Add a New Field: In the Contact Settings, you have the option to create new fields. Click on 'Add New Field'.

  2. Field Customization: Enter the name of your new field (e.g., 'Lead Source'). You can create any field that you find relevant for your recruitment process, such as candidate preferences, qualifications, etc.

  3. Character Limitation: Each Custom Field can contain up to 255 characters.

  4. Field Order Adjustment: To change the order of the fields, click and hold the field, then drag it to your desired position.

  5. Limitation: FranchiseLab Recruiter allows up to 10 Custom Fields.

  6. Save Your Settings: After adding and arranging your fields, remember to save your changes.

Utilization and Benefits

  • New and Existing Contacts: Once Custom Fields are set up, they can be accessed and populated in the 'Create Contact' or 'Edit Contact' screen.

  • Applications and Enquiries: When you create an enquiry or application for a contact, the Custom Contact Fields will be visible, allowing for a more comprehensive view of each candidate.

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