Configuration

Creating a custom field for Contacts

  • Go to your Settings in the bottom left corner of your screen
  • Click Fields
  • Make sure you selected Contacts and click Add field:
  • Choose the field type
  • Enter the field name 
  • Choose to make the field appear when adding a new Contact
  • Choose to make the field required
  • Choose to have the field as a filter option in your Contact page
  • Click Add field

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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