Fields Guide

Last updated Jul 19th, 2024

Overview

Fields allow you to define custom properties to track on member or organization profiles. Fields can be configured from the settings page by Common Room users with Owner permissions.

Key fields

Key fields are seen at the top of each Contact or Organization profile, ensuring your team sees them before anything else. To designate a key field, select one or more fields in your list, and click Add to key fields.

Contact Fields

Contact fields can be applied to individual Contacts in Common Room, and are made up of default fields (shown below) and any custom fields you create.

FieldDescriptionValue
First active
First Active is the first date of Contact-initiated activity captured in Common Room.
Date
Last active
Last Active is the most recent date of Contact-initiated activity captured in Common Room.
Date
Location
Where the Contact is located
Text
Programming languages
Languages the Contact is known to use or interact with
Single-select
Role
Text

Organization fields

Organization fields can be applied to organizations Common Room, and are made up of default fields (shown below) and any custom fields you create.

FieldDescriptionValue
First active
First Active is the first date an active Contact of the organization was captured in Common Room.
Date
Last active
Last Active is the most recent date an active Contact of the organization was captured in Common Room.
Date
Industry
The industry for this organization
Text
Location
Where the organization is located, based on information from public signals.
Text
Annual revenue
Approximation of the annual revenue for this organization
Number
Size
The total number of employees at an organization, not just Contacts
Number
Tech stack
The tech stack this organization uses
Single-select

Custom fields

Custom fields (shown as other fields in settings) can apply to both Contact and Organization profiles and are shown in the details section. Depending on the information you’d like to track, different value types are available when creating a new field.

Yes / No
Multi-select
Date
Text
Date
URL
Single select

Because they can be numeric or alphabetic values, these fields allow for more structured organization and analysis. For example, you can bring in fields to track product usage attributes, subscription types, or even t-shirt sizes. When paired with community activity, custom fields can produce more detailed insights about the relationship between community and organizational activities.

Like the name suggests, there are no pre-set custom fields in Common Room. Custom fields are created at your team’s discretion.

Calculated Fields

Common Room enables you to create custom fields that count the number of related records that meet a certain set of criteria. This functionality creates a new field for an Organization, as an example, and then counts the number of related records (e.g. Contacts) that meet defined criteria, where job title includes sales.

Once this field has been created, it will be applied for all Organizations in your room. The calculation will refresh daily to keep numbers up to date and fresh.

Like any other fields in Common Room, your newly created calculated field can be added to table views as a column as well as to key fields. Once this field is added it also offers a new drill-down capability that allows you to click into it and be brought to the set of matching records that the count is based on (e.g. the Contacts where job title contains sales).

This functionality is currently available to create fields on Organizations and the related records that are applicable to be counted are:

  • Contacts
  • Prospects
  • Job listings
  • News events
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