Custom Fields and Values
Custom Fields
Custom fields store information about each contact beyond the basics (name, email, phone). Your CAPTURE account comes with these already set up and linked to your web forms — so when someone fills in a form, the data goes straight into the right field.
What's configured
Your account has fields grouped into folders that appear as collapsible sections on each contact record:
Contact fields:
| Field | Type | What It Stores |
|---|---|---|
| Enquiry Type | Dropdown | What they're enquiring about |
| Message | Large Text | Their enquiry message |
| Marketing Consent | Checkbox | Whether they've opted in to marketing |
| Title | Dropdown | Mr, Mrs, Ms, etc. |
| Home Phone | Text | Secondary phone number |
Membership fields:
| Field | Type | What It Stores |
|---|---|---|
| Membership Type | Radio Select | Full, 5-Day, Flexi, Corporate, etc. |
| How/Where did you hear about us? | Text | Lead source from their perspective |
| CDH Number | Text | England Golf Central Database of Handicaps number |
| Current Handicap Index | Text | Their handicap |
| Business Name | Text | Company name (for corporate memberships) |
Where custom fields appear
- Contact records — on the left panel, grouped by folder
- Web forms — mapped to form fields so submissions populate automatically
- Smart Lists — you can filter contacts by any custom field
- Email templates — use merge fields to personalise emails (e.g., membership type)
- Imports and exports — mappable columns in CSV files
Adding new custom fields
If you need additional fields:
- Go to Settings > Custom Fields
- Click Add Field
- Choose the object (Contact or Opportunity)
- Select the field type (Text, Number, Dropdown, Date, Checkbox, etc.)
- Enter a name and assign it to a group/folder
- Click Save
Important: You cannot change a field's type after creation. If you need a different type, delete and recreate. If in doubt, ask us — we can add fields and make sure they're linked to the right forms and workflows.
Custom Values
Custom values are your club-specific details that get automatically inserted into emails, SMS messages, and forms. Things like your club name, phone number, address, and staff names.
We set these up during onboarding based on the information you provide. They cover:
- Club branding — name, logo
- Contact details — main email, phone, website, map link, booking link
- Staff details — names and emails for your key people (GM, Membership Manager, Events Manager, Pro, etc.)
- Opening hours — office, pro shop, restaurant
- Brochures — download URLs for membership, society, weddings
- Social media and reviews — Facebook, Instagram, Google reviews, etc.
- Legal — privacy policy, terms and conditions, company details
How they work
When you see something like {{custom_values.club_name}} in an email template, that's a custom value. It gets replaced with your actual club name when the email sends.
This means all your automated emails are personalised to your club without you needing to edit each one. The same template works across every CAPTURE client — only the custom values change.
Common custom values
| Value | Key | What It Inserts |
|---|---|---|
| Club Name | {{custom_values.club_name}} | Your club's full name |
| Main Phone | {{custom_values.main_phone}} | Your main phone number |
| Website | {{custom_values.website_url}} | Your website URL |
| GM Name | {{custom_values.gm_name}} | General Manager's name |
| Membership Brochure | {{custom_values.membership_brochure_url}} | Link to your membership brochure |
| Google Reviews | {{custom_values.review_link}} | Your Google review link |
If your details change
New phone number, new staff member, updated brochure, new opening hours — let us know and we'll update the custom values. This updates every email and form that uses them, in one go.