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"


  3. Scroll down and click "Customize contact details"



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


    1. Type the Field Label

    2. Select the field type from the drop down


      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"


    create header



Move Headers

  • Use the arrow to move the Header


    create header




Edit Existing Header

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





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