Add Custom Fields to Contact Records

Add Custom Fields to the contact records to track information that you use in your business.  You may add up to 20 Custom Fields.

Custom Fields can be merged into letters and emails.

1. Hover over Settings, click Custom Fields.

2. Label the fields you want customized in your system. Choose each of the Field Types.

Custom Fields can be Text Fields, Dropdowns, Dates or Checkboxes. Choose what type of field you want to use in the set up.

3. Click to Save your changes.

4. Go to a Contact Card and edit to add information for your new Custom Fields.

Information saved will be added to the front of the contact record.