Capture information related to your notes and insights, like customer name, age or segment.
Fields enable you to add structured data on your notes and insights. With fields, you can define attributes like your customer’s name, age, segment, company, and even their Net Promoter Score.
When you add a field to a note or insight, it will be available in all the notes and insights in that project, allowing you to consistently capture information across your research findings, customer interviews, survey responses, or usability testing notes.
To create a new field, open a note or insight from within your desired project. You’ll need make the note or insight editable to create a new field.
If a note or insight is editable, you can update the value of a field by clicking the placeholder text to the right of the field name.
A field’s name can be updated by clicking on it. The type of a field can be changed, however be aware that the values stored in that field may be removed if the field type is changed.
You can also drag and drop each field to rearrange their display order.
We currently support the following field types:
|Date||Any date in the format YYYY-MM-DD.|
|Any valid email address.|
|Number||Any positive or negative integer.|
|Phone||Any valid phone number.|
|Text||Any text characters, up to a maximum of 300.|
|URL||Any valid website link or URL.|
|NPS||Any number from 0-10 on the Net Promoter Score scale.|
You can filter notes and insights by the values you’ve stored in fields in search.
Within the Highlights view, fields from your notes will be displayed as columns. You can reorder and toggle the visibility of these fields by clicking Fields.
Extensions can be used to create global / universal fields that span many projects. To create fields within an extension:
Changes you make fields in an extension will be reflected immediately in all linked projects.
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