CRM

Custom Fields & Values: Connected Asset Visibility
Problem Statement: Currently, there is no centralized way within the platform to track where a Custom Field or Custom Value is being used. These variables can appear across multiple assets, including: Email templates Workflow messages Funnel or website elements Forms and surveys SMS templates calendars and automation logic This lack of visibility creates a major risk for error when modifying or deleting custom fields/values, since their dependencies are hidden. Users have no way of knowing what will break — until it’s too late. High-Impact Use Case: A common scenario involves users purchasing pre-built snapshots that come with little to no documentation. These snapshots often include dozens (or hundreds) of pre-configured fields and values that are woven throughout the system. Without visibility into where these variables are used: Users can’t confidently customize or localize the snapshot Small changes to a value or field can unintentionally break workflows, automations, or live client funnels It becomes nearly impossible to clean up unused fields or safely scale the system This is a growing issue as the marketplace for templates and snapshots expands. Proposed Solution: Introduce a "Connected Asset Viewer" or "Usage Audit Tool" for Custom Fields and Custom Values, featuring: A list of all system assets where a specific field or value is used Links to each instance of use (e.g., “Workflow: ‘Lead Nurture’ – Step 2 SMS Message”) Visibility during the editing or deletion process with warnings for active dependencies Option to export or print usage data for documentation Impact: Increases confidence in system edits Reduces unintentional breakage Speeds up onboarding for new team members or clients Makes snapshot adoption and customization far more manageable
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