Overview
Custom attributes allow you to add extra details to your accounts and contacts beyond the default fields provided by Yablo. This feature can enhance your workflows by capturing additional information. You can create up to 200 custom attributes in total, covering both accounts and contacts.
Only admins have the ability to create custom attributes.
Add Custom Attributes
As an admin, you can follow these steps to add new custom attributes:
- Open the Admin Console in Yablo.
- Navigate to Accounts or Contacts under the "Your Data" section, depending on whether you want to add account or contact attributes.
- Click the Add Attribute button to create a new attribute.
- Enter the required details and click Save to confirm.
Attribute Types
When creating a custom field, you can choose a data Type that best fits the kind of information you want to include.
We support the following types:
| Type | Description | Examples |
| Date | A date value | Deal closed, Renewal date |
| List | A list of predetermined options | Support plan |
| Number | A numeric value | NPS score, Team size |
| Text | A simple text value | Website URL, Country |
| True or False | A boolean value | Is paying, Has Support Contract |
Use Custom Attributes
After custom attributes have been added by an admin, users can begin using them to enhance accounts and contacts with extra information.
When viewing an account or contact, you'll see the contact details in a pane on the left. To modify the custom attributes linked to that account or contact, click the Edit button next to Custom attributes.