Add Custom Fields to Your Contact Records

Overview

Custom fields allow you to personalize your database to fit your workflow. Whether you want to track birthdays, referral sources, membership levels, or anything else, you can add fields that match your needs exactly.

How to Add Custom Fields

1. Go to Settings

• Navigate to Settings in the main menu.
• Click on Custom Fields.

2. Name Your Custom Field

• Enter a clear, descriptive name.
• This is the label that will appear on contact records.

Example: "Membership Level" or "Referral Partner"

3. Choose the Field Type

• Text: Single-line entry for general info.
• Dropdown: Predefined list of options.
• Date: Calendar date picker.
• Number: Numeric values only.
• Checkbox: Yes/No or true/false option.

Pick the type that best matches the data you want to collect.

4. Set Dropdown Options (If Needed)

• If you select Dropdown, enter the choices you want users to select from.
• Add as many options as needed.
• Leave the first line of the options blank to leave a blank field when an option is not selected.

5. Save changes

• Click Save to add the custom fields to your account.
• The fields will now appear on all contact records.

Using Custom Fields

• Custom fields appear in the Custom Fields section of each contact record.
• Enter or edit values directly in the contact’s profile.
• Custom fields are included in advanced searches and can be exported with your contacts.

Tips for Managing Custom Fields

• Use clear, consistent naming so everyone on your team knows what each field is for.
• Limit dropdown choices to avoid confusion.
• Review and update custom fields regularly to keep your data clean and useful.

Add Custom Fields: Questions and Answers

Q: How many custom fields can I create?

A: You may have up to 20 Custom Fields, but keep the list manageable so your team can use it easily.

Q: Can I delete a custom field?

A: Yes. Go to Settings > Custom Fields, find the field you want to remove, and remove the field label. Click the field type and use the Field Data Tools to clear the field data for all contacts. Be careful—this will remove the field and its data from all contact records.

Q: Can I edit a custom field after creating it?

A: You can edit the name or dropdown options, but changing field types will remove all existing field data.

Q: Do custom fields show on all contact records?

A: Yes. Once created, a custom field is available on every contact.

Q: Can I use custom fields in searches?

A: Yes. Use Advanced Search to filter contacts based on custom field values.

Q: Can I include custom fields in exports?

A: Yes. When exporting contacts, you can choose which fields, including custom ones, to include in the CSV file.

Q: Can custom fields be required?

A: No. The system does not currently support making custom fields mandatory.

Q: Are custom fields included in forms or landing pages?

A: They are not automatically added to forms. You’ll need to configure forms to collect custom field data.

Q: Can other team members see and edit custom fields?

A: Yes. All users with access to contact records can view and edit custom fields.