Contact & data model — found from sitemap — Nutshell

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Facts read from this source

• Custom fields plan limited Report an error

  “The number of custom fields you can create is determined by your Nutshell plan.”

• Custom field record types Report an error

  “You can create custom fields for your companies, people, and leads in Nutshell.”

• Custom field types lead Report an error

  “Text - this field can store one line of text (225 characters is the max limit) Long Text - this field can store paragraphs of text Number - stores a numeric value. Lists can be filtered by numeric ranges (greater than, less than, between). Can optionally be set up as a calculated field that updates automatically from a formula — see Calculated custom fields below. Currency - this field will display text in monetary amounts. Can optionally be set up as a calculated field that updates automatically from a formula Date Email Decision - selecting this field will allow you to set up a multiple choice option, such as Yes/No Address Phone URL Product - this field lets you assign value to leads by marking which products or services they are interested in”

• Custom field types company person Report an error

  “Text - this field can store one line of text (225 characters is the max limit) Long Text - this field can store paragraphs of text Number - stores a numeric value. Lists can be filtered by numeric ranges (greater than, less than, between) Date Company Type Currency - this field will display text in monetary amounts Decision - selecting this field will allow you to set up a multiple choice option, such as Yes/No”

• Decision field multiple selection Report an error

  “Check the field "Allow more than one option to be selected" to allow your reps to select several options.”

• Calculated fields lead only Report an error

  “Calculated fields are available for lead custom fields only, and only when you create a new Number or Currency field. You cannot turn an existing static field into a calculated one after it has been created.”

• Calculated fields readonly Report an error

  “Calculated fields are read-only on the lead page — your team cannot type into them manually.”

• Calculated fields not in forms Report an error

  “Calculated fields do not appear in the form editor, so visitors cannot submit values for them through Nutshell forms.”

• Calculated formula metrics Report an error

  “Lead value, Lead confidence, Total emails sent, Total emails received, Total logged activities”

• Calculated no nested calculations Report an error

  “Formulas can reference static lead number and currency custom fields, plus the built-in lead metrics listed above — not other calculated fields.”

• Custom fields list columns Report an error

  “You can add the custom fields as a column on the companies, people, and leads tabs by clicking the "Columns" icon shown below. You can also add the custom field as a column under Reports > Custom if the field is on a lead or company.”

• Archived custom fields stored Report an error

  “Archived custom fields in Nutshell are fields that have been removed from active use but are still stored in the system.”

• Archived custom fields restorable Report an error

  “Archived custom fields can be restored to make them active again. Once restored, they will reappear in the system and can accept new data and imports.”

• Archived custom fields not deletable Report an error

  “Archived custom fields cannot be permanently deleted. This is a design feature of Nutshell to ensure data integrity.”

• Sales foundation custom fields Report an error

  “Sales Foundation - 10 custom fields”

• Sales growth custom fields Report an error

  “Sales Growth - 25 custom fields”

• Sales pro custom fields Report an error

  “Sales Pro - 50 custom fields”

• Sales business custom fields Report an error

  “Sales Business - 100 custom fields”

• Sales enterprise custom fields Report an error

  “Sales Enterprise - Unlimited custom fields”

• Custom field rename data loss Report an error

  “Note that if you rename a field, any data previously entered into that field will be lost.”

• Custom field type conversion Report an error

  “You can rename a custom field at any time, and you can also convert between Text and Number field types. Other field type changes aren't supported.”

• Custom fields reports limitation Report an error

  “You can sort and filter by custom fields within the companies, people, and leads list pages. You cannot filter by custom fields within custom reports.”

• Custom field currency type fixed Report an error

  “Users cannot change the currency type for custom fields.”

• Custom field import Report an error

  “Yes! First, create the custom field in Nutshell. Then, add it as a column in your CSV. The only custom field type that you cannot import into are address and currency custom fields on leads.”

• Custom fields as stage goals Report an error

  “Custom fields can be added to your sales automation pipelines as stage goals.”