Enriched, Global, and List-specific Fields

As you click into your lists in Affinity, you will notice that the field/column headers appear in three different colors:

• Enriched fields (Green)
  • Appear across all lists of the same list type and are automatically enriched.
  • All enriched fields are provided by Affinity by default, and cannot be deleted.
  • Do you see some organizations being enriched, while others are not? Jump to the section titled: Why are some organizations enriched, while others are not?
• Global fields (Blue)
  • Appear across all lists of the same list type and require manual input.
  • Global fields manually created by account admins can be deleted by account admins only.
  • The Notes and Reminders fields are provided by Affinity by default, and cannot be deleted.
• List-specific fields (Black)
  • Appear on only one list and require manual input.
  • List-specific fields manually created by list owners and list admins can be deleted by list owners and list admins only.
  • The Status, Owners, Amount, and Close Date fields are provided by Affinity by default, and cannot be deleted.

Enriched fields (Green)

Enriched fields are automatically populated by you and your team's email/calendar data, as well as Affinity's third-party data providers.

1. Enriched fields will appear across all lists of the same type.
   
   
   
2. Enriched fields also appear under the General section within a contact's profile page. Everyone on the team can see this data.
   
   
   
3. Here are some actions to be mindful of when it comes to editing cells within enriched fields.
   1. If a new value is added to a cell within an enriched field, Affinity will stop auto-syncing for that cell.
   2. If new values overwrite the values from a cell within an enriched field, Affinity will stop auto-syncing for that cell.
   3. When we remove an enriched value from a cell within an enriched field, Affinity will continue auto-syncing for that cell.
   4. To reenable auto-syncing for cells that have been manually edited, remove all values within that cell and leave it blank. Within the next 24 hours, the enriched values for that cell will resync accordingly.
   5. While enriched fields from organization lists (e.g. Location, Industry, etc.) will appear on opportunity lists, enriched fields from people lists (e.g. Linkedin URL, Phone Numbers, etc.) will not be available on opportunity lists.
      
      

Why are some organizations enriched, while others are not?

You may find some organization profiles not enriched because they are not part of Affinity's global database of organizations and therefore have no data. You can tell if an organization is part of Affinity's global database of organizations by checking for the Affinity Data badge on the bottom-right corner of the logo.

However, if the organization does have the Affinity Data badge, yet still does not have the enriched fields being populated, it is for one of two reasons:

1. The organization has not been added to a list.
2. There has been no interaction.

To trigger enrichment, simply add that organization to a list or add a person to the People field.

Global fields (Blue)

Global fields require manual data entry and are available for all team members to view.

1. Global fields will appear across all lists of the same type.
   
   
   
2. Global fields also appear under the General section within a contact's profile page. Everyone on the team can see this data.
   
   
   
3. Note: While global fields from organization lists will appear on opportunity lists, global fields from people lists will not be available on opportunity lists.

List-specific fields (Black)

List-specific fields require manual data entry and are only available for the team members who have access to their respective lists.

1. List-specific fields will only appear in the list they were created in, indicated by black text.
   
   
   
2. List-specific fields also appear under the Lists section within a contact's profile page. Only those with access to that specific list can see this data.
   
   
   Note: Even though the Notes and Reminders fields are colored in blue within opportunity lists, they will still be treated as list-specific fields. This means that any notes or reminders assigned to an opportunity will not carry over to the people and/or organizations that are associated with the opportunity.
   

Now that you know the different field types in Affinity and their functionality, we'll guide you through the main sections of a profile page to dive deeper into a contact - whether that be a person, organization, or opportunity: Navigating a contact's profile page.