Contact Custom Fields
Choose useful extra boxes for contacts and keep your team's answers consistent.
Contact custom fields are extra boxes for details your dealership uses but DealerSpot does not already ask for. A short, clear list makes contacts easier to review and filter.
For step-by-step instructions, see Add Contact Custom Fields.
Start with a useful question
Add a field when the answer will help your team follow up or make a decision. Helpful examples include:
- Preferred Contact Method
- Referral Partner
- Language Preference
- Follow-Up Priority
Use the regular DealerSpot fields for details such as status, lead source, purchase method, budget, and vehicle interests. This keeps your team from entering the same information in two places.
Agree on the answers
Filters look for exact answers. Pick a short list of wording before your team starts using a field.
| Field | Use these answers |
|---|---|
| Preferred Contact Method | Text, Phone, Email |
| Follow-Up Priority | High, Normal, Low |
| Language Preference | English, Spanish |
| Referral Type | Customer, Event, Local Business |
DealerSpot does not limit the answers to this list, so team consistency matters. For example, Text and Text message will appear as different filter choices.
Add a field carefully
- Check whether a regular contact field already covers the detail.
- Open Contact > Details > Custom Details > Manage.
- Search for an existing field before creating a new one.
- Give the field one short, clear name.
- Agree on the answers your team should use.
- Try it on a few contacts and test the Contacts filter.
Creating a field does not automatically show it on every contact. Add it only to the contacts that need it.
Keep sensitive information out of custom fields
Teammates working in other branches may see saved field choices. Do not enter identification numbers, bank details, passwords, or other sensitive personal information.
Change or remove a field
- Changing a field name changes that name anywhere the field is used.
- Moving contact fields into a new order may not change the order shown on the contact screen.
- Hiding a field affects only the contact you are viewing.
Deleting affects every contact
Deleting a contact field removes the field and all of its saved answers from every contact. Make sure the dealership no longer needs any of those answers before you delete it.
Keep the list tidy
Every so often, look for:
- Two fields with nearly the same name
- Different spellings for the same answer
- Fields that copy a regular DealerSpot field
- One-time notes saved as repeatable fields
- Sensitive information that should not be there