Every business is different, which is why Swivel allows you to create Custom Fields that match your unique workflows.
Whether you're tracking client demographics, policy information, marketing efforts, or internal processes, Custom Fields help you organize the information that matters most.
Below are some popular examples to help inspire your own Custom Fields.
đ Tip: Before creating a new Custom Field, check whether Swivel already includes a native field for that information.
Contact Custom Field Ideas
Contact Custom Fields are commonly used to capture additional information about your clients and prospects.
Popular examples include:
Net Worth
Annual Income
Occupation
Medicaid Eligible
Veteran Status
Preferred Language
Favorite Beverage
Retirement Date
Drivers License Number
Drivers License State
Drivers License Issue Date
Drivers License Expiration Date
Common Use Cases
Relationship-Building
Filter contacts for reporting.
Segment clients by demographics or financial profile.
Trigger Automations based on customer information.
Product Custom Field Ideas
Product Custom Fields allow you to capture additional information about policies, accounts, and financial products.
Popular examples include:
Coverage Amount
CMS Code (or Internal Plan Code)
Bonus Rate
Interest Rate
Rider Information
Underwriting Class
Common Use Cases
Track product-specific information not included in native fields.
Display important information on the Swivel Summary.
Creative Ways Customers Use Custom Fields
Every business uses Swivel a little differently. Here are a few creative ways customers are using Custom Fields to better serve their clients.
â Favorite Beverage
One advisory firm tracks each client's favorite beverage as a Contact Custom Field. Before an in-person meeting, the team checks the client's record to make sure their preferred coffee, tea, or soft drink is stocked and ready.
Benefit
Creates a more personalized client experience.
Helps every team member deliver consistent service.
Makes clients feel known and appreciated.
đ Tip: Custom Fields don't always have to support reporting or Automations. Sometimes the most valuable fields are the ones that help you create exceptional client experiences.
Best Practices
Only create Custom Fields for information you'll regularly use.
Use Choice fields whenever possible to improve reporting and keep data consistent.
Use descriptive field names that everyone on your team will understand.
Apply fields to All when the same information should be collected across every record type.
Mark confidential information as Sensitive.
Archive Custom Fields that are no longer needed instead of deleting them.
đ Note: Custom Fields are designed to capture information that doesn't already exist in Swivel. Before creating one, check whether there's already a native feature that better fits your needs.
For example:
Use Associations to connect CPAs, attorneys, spouses, and other relationships.
Use Opportunities to track your sales or business process.
Use Product Notes to capture free-form notes about a policy or account.
Use Workflows and Tasks to manage follow-up activities.
FAQs
How do I know if I should create a Custom Field?
If Swivel doesn't already include a native field for the information you want to capture, a Custom Field is usually the right solution.
Should I use a Text field or a Choice field?
Whenever users should select from a predefined list of options, use a Choice field. This keeps your data consistent and makes filtering and reporting easier.
Can I change a Custom Field later?
Yes. You can edit or archive Custom Fields as your business evolves.
Can I use Custom Fields in reports and Contact Lists?
Custom Fields can be used for filtering contacts, Contact Lists, reporting, and other supported features throughout Swivel.