Create Custom Fields

One size rarely fits all - and that’s why your contact records are customizable. Add up to 100 custom fields, edit or hide existing fields, and create sections to organize the record in a way that makes sense for your business



How to add Custom Fields

  1. Go to Contact record

  2. Click "Details"

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  3. Scroll down and click "Customize contact details"

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    customfield2

  4. Click "Add new field" within the group you want the field to display

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    1. Type the Field Label

    2. Select the field type from the drop down

      customfield4

      create field

 

Drag and Drop Fields

  • You can drag fields and drop into the group you want.

 

Edit Fields

  • Click into the Field Label or click "Edit"

    edit field

    edit field

    edit field

 

Make Fields Inactive/Active

  • Use the slider to make fields globally inactive and/or Active


Add New Header 

  1. Scroll all the way down to the bottom of the Fields

  2. Click "Add new section"

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    create header

 

 

Move Headers

  • Use the arrow to move the Header

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    create header

 

 

 

Edit Existing Header

  1. Click the existing header and start typing the new label

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Deleting a custom field

  • Delete a Header by clicking the trashcan

    • If there fields under the Header you will get this message

  • To delete a field click "Edit"

  • If you delete a custom field ALL DATA WILL BE DELETED

    create header


Hidden Custom Fields

  • If your custom field has no data it will not be displayed.

    data saved

  • Even though it's not displayed it will still capture data when submitted through your Web Form/Landing page

    data captured



Field types available

  • Currency
  • Date
  • Day of week
  • Decimal number
  • Drop Down
  • Email
  • Month
  • Multi Select
  • Percent
  • Phone number
  • Radio Buttons
  • State
  • Text
  • Text area
  • User
  • Website
  • Whole number
  • Year

Where are the other field types?

*Fields will be included in an upcoming release- Date/time and Drill Down