Custom Tables allow you to store supplementary information about your Accounts and Contacts. These could be things such as Invoices or Subscriptions from a financial system, or Product Feedback that you are collecting from your customer. There may be some situations where your Users may have to add these records manually within ChurnZero, rather than relying on imports. Follow the instructions below in to set this up.
Add New or Edit Existing Custom Table
Manage your Custom Tables by going to Admin>Custom Fields. You can then add a new ChurnZero only Custom Table or edit an existing table.
Once you are in the Custom table, you can start customizing it to your needs.
- Name- Give your table a name
- Description- Internal description that allows you to describe what this table is used for.
- Is Visible- Is this table visible around the application? We recommend that your tables are always set to yes. Sometimes a table may be set to Not Visible if it is used for a specific integration.
- Allow Manual Record Creation- This will enable the "Add Record" button throughout the app, allowing users to create records.
Note: Allow Manual Record Creation is only available on ChurnZero Only Tables, if a table is connected via a ChurnZero managed integration (i. e Salesforce, Zendesk, etc), then you will have to add fields in that system itself.
Adding Fields to Your Custom Table
Once you establish your table settings, you will need to add fields. Click the "Add ChurnZero field" to add additional fields. Any field you will want your Users to fill in upon creation should be set to "Editable".
We recommend that you set up and Identifier field type. This is a unique identifier of a record (an Invoice ID, for example). Adding this will allow you to later do imports to mass update your custom table records. You will notice this field is not editable. When adding custom table records, a randomly generated ID will automatically be placed in the Identifier field. However, if you are mass importing to the table, you will need to provide an Identifier in the file so we know whether we are importing new, or updating existing.
You should also add an Account and/or Contact Reference field to your table. This tells us which account or contact this record is associated with. For example, this Invoice belongs on the Account Marketing Pony. If you do not add a reference field, you will not be able to see the record on any Account or Contact Profiles. For more information see Managing Objects and Fields.
Adding Custom Table Records
Once you have your ChurnZero table created and set to Manually add records, there are two places where you can add records. The first will be on the Account/Contact profile in the Custom Tables Tab. Scroll to the table you are working with and you should see a button that says "Create [Table Name]'
You can also do this from a Custom Table Segment. Navigate to the specific Custom Table Segment and look for the "Add Record" button on the top left.
Note: There is a separate User Permission for adding Custom table records. You will not see this button if you do not have this permission, even if the table is set for Manual Record Creation.
Once you click either of these buttons, a dialog box will open allowing you to enter information. Only fields set as "Editable" can be filled in. If a field was marked as "Required" in the setup, then an asterisk will show, denoting it as required. If the user tried to save without filling in that field, they will get a validation error.