Custom Fields
A custom field is a field or data point unique to your organisation. Custom fields belong to accounts or users. These fields are updated daily in Hook.
Account custom fields are configured to appear on the Account Page in Customer details and the Customers Table.
Example account custom fields on the Account Page: Integrations, CSM Days Since Last Activity and AM Days Since Last Activity
User custom fields are configured to appear in the User Table.
An example user custom field, Country, in the User Table
Maximising Customisation in Hook
It’s vital that CSMs are given as much valuable context on their accounts as possible and able to view all relevant data in one place. CSMs can then build reports that target specific customers to focus their attention. Bringing information from other sources into Hook saves time switching between systems.
Set up data syncing between Hook and your CRM to automatically update your CRM with Hook data. Find out more here.
Account Custom Fields
By default, every account page in Hook will have the following fields in the Customer details section:
Contract Start Date
Licenses
CSM
Location
Region
Website
Employee Count
Segment
Default Contact
Main Contact
An account custom field is any field in Customer Details that is not default to Hook. In the example below, Departments Sold Into is an account custom fields used to indicate which teams have purchased a particular product.
Account custom fields are typically fields on accounts in an organisation’s CRM.
User Custom Fields
By default, Users have the following fields, visible in the Users Table:
Department
User groups
Role
Job Title
User since
Last activity
Last meeting
A user custom field is one not in the default list of user fields. In the example below, Country is a user custom field that can be added to the Users Table.
Set up Custom Fields
Speak to the Hook manager in your team about adding a new custom field to Hook. They can then reach out to their Hook account manager to have this field configured in Hook.
The Hook team configures custom fields for your organisation as this enables custom logic to be created. This adds extra value to custom fields. For example, displaying the date for the most recent QBR.
Rename Custom Fields
Go to Settings > UI Configuration > Custom Fields.
Find the field in Customer custom fields or User custom fields and click the adjacent pencil icon.
Rename the field and click the tick icon when completed.
The custom field will now show its new name in Hook.
Renaming user custom fields
Renaming account custom fields
Adding Custom Fields
Account Page: Add Custom Fields
Go to Settings > UI Configuration > Customer Details.
In Other Fields, search for the custom field to add.
Click the add button next to the field. This will now appear in the Customer Details section on all account pages.
Click and drag the field name in the Displayed section to change where the field appears in the list.
Customers Table: Add Account Custom Fields
Go to Settings > UI Configuration > Custom Fields.
Find the field in Customer custom fields and toggle the switch on for Customer Table.
This custom field will now appear as a field in the Customer Table.
Users Table: Add User Custom Fields
Go to Settings > UI Configuration > Custom Fields.
Find the field in User custom fields and toggle the switch on for User Table.
This custom field will now appear as a field in the User Table.
To remove this field from the User Table, toggle off the switch for the User Table.
Deactivate a Custom Field
Custom fields can be removed from where they appear in Hook.
Hide the custom field from the Customer Table by toggling the switch off for Customer Table in Custom Fields settings. Hide the custom field from the Customer Table by toggling the switch off for User table in Custom Fields settings.
Hide the custom field from all account pages by clicking the X button next to the field in the Displayed list in Customer Details settings.
Deactivating the Competitors custom field
❓Frequently Asked Questions
What’s the difference between a key metric and a custom field?
A Key Metric is a numerical data point for product usage, user activity, support or meetings data.
This is typically from a data warehouse or data analytics tool. A Key Metric requires history to display in Hook, so that values over time can be viewed in the Key Metrics graph. Most key metric values change daily.
A custom field can be any data type and is often an attribute of an account. These are fields typically seen on accounts in a CRM. They change value less often than key metrics.
How regularly is the data for custom fields updated?
Custom fields are updated daily.
Can I build reports on accounts using user custom fields?
You can filter for account level information as well as user custom fields from the User Table. Find out more here.
A custom field value does not match what I see in my CRM. How can I fix this?
Custom fields are updated every day so there could be a delay from when the data was updated in the CRM to when the updated data appears in Hook.
Hook may be using a different field to the one you’re referring to in your CRM. Reach out to support@hook.co if you’re unsure about any custom field definitions.