Custom Fields

Eight data point types for products, companies, opportunities, and tech stacks — with grouped layouts, admin-only fields, and PSA sync.

Written By Victor Raessen

Last updated 4 days ago

Data Points

Data points are custom fields that capture structured metadata across your Salesbuildr records. Administrators define the data point schema, and users fill in values on products, companies, opportunities, and tech stack items.

Data points are organized into groups for logical display, or left ungrouped. Some data points can be restricted to admin-only editing.

Admin Custom Fields page showing Product tab with Field groups and Ungrouped custom fields sections, plus Opportunity, Customer, Lead, Manufacturer, MSP, Supplier tabs

Admin > Custom Fields > Product — Mar 1, 2026, 6:25 PM UTC

Data point types

Salesbuildr supports 8 data point types:

Type	Input	Description
String	Text field or dropdown	Free text entry or selection from predefined options. Supports single and multi-select modes
Boolean	Toggle switch	Yes / No value
Text	Multi-line text area	Freeform long-form text
Link	URL field	Stores a URL with an optional custom display label
Date	Date picker	Date value with configurable format
File	File upload	Upload a file with optional file type restrictions
Number	Number field	Numeric value with configurable format and optional prefix (e.g., currency symbol)
Map	Dropdown	Selection from a fixed set of key-value options

String data points with options

String data points can be configured with predefined options. When a user edits a string data point that has options, a dialog appears with:

A list of available values (single-click to select one, or checkboxes for multi-select)
An Add new value input at the bottom (if the admin allows inline creation)
Multi-select mode displays selected values as a list

Where data points are used

Data points attach to four entity types:

Entity	Where to fill in values	Admin configuration
Products	Product detail page	Data points → Product
Companies	Company detail page (per company type)	Data points → Company
Opportunities	Opportunity detail page	Data points → Opportunity
Tech Stack Items	Favorites list → item properties	Data points → Tech Stack Item

Company data points are scoped by company type — a "Vendor" company may have different data points than a "Customer" company.

Managing data point definitions

Administrators configure data point definitions that determine which fields appear on each entity type.

For each data point definition, you can set:

Property	Description
Name	Display label shown to users
Type	One of the 8 types above
Group	Optional group name for organizing related fields
Configuration	Type-specific settings (options for string, format for date/number, etc.)
Write access	Restrict editing to admin users only

Editing values

Admin mode — Full access to all data points, including those restricted to admin-only editing
User mode — Only data points without write restrictions are editable

When no data point values have been filled in, a "No comparative data available" message is displayed in read-only views.

Managing option values

For string data points with predefined options, administrators can:

View usage — See how many records use each value
Rename a value — Update the value text across all records
Delete a value — Remove an unused option

Data points in context

Data points appear in several features across Salesbuildr:

Product comparison — Product and vendor data point values are shown as columns in the comparison table
Tech stack properties — Tech stack items in favorites lists have their own data point values, editable via the properties dialog
Company detail pages — Company data points appear on the company management pages
Opportunities — Opportunity data points appear on the opportunity detail page

Data point groups

Data points can be organized into named groups (e.g., "Technical Specs", "Licensing", "Contact Info"). Grouped data points display together under a group heading in both edit and read-only views. Ungrouped data points appear in a default section.