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
Go to Contact record
Scroll down and click "Customize contact details"
Click "Add new field" within the group you want the field to display
Drag and Drop Fields
You can drag fields and drop into the group you want.
Make Fields Inactive/Active
Use the slider to make fields globally inactive and/or Active
Add New Header
Edit Existing Header
Deleting a custom field
If you delete a custom field ALL DATA WILL BE DELETED
Hidden Custom Fields
If your custom field has no data it will not be displayed.
Even though it's not displayed it will still capture data when submitted through your Web Form/Landing page
Field types available
- Day of week
- Decimal number
- Drop Down
- Multi Select
- Phone number
- Radio Buttons
- Text area
- Whole number
Where are the other field types?
*Fields will be included in an upcoming release- Date/time and Drill Down