Configuration

Creating a custom field for Contacts

  1. Click Contacts, then click Fields
  2. Select New field
  3. Enter the field name and type
  4. Choose to make the field appear on the form (during create / update)
  5. Choose to make the field required
  6. Click Add

Using Contact Fields

Filling in custom fields for a new Contact

  1. Click Contacts, next click New Contact
  2. Fill in the required fields (basic and custom fields)
  3. Click Add (top of screen)

Updating custom fields of an existing Contact

  1. Click Contacts and select a Contact
  2. Go to the Info tab
  3. Modify one or more fields by clicking on it and typing or clearing its value
  4. The Contact is automatically saved
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