The Custom Fields feature allows you to personalize your contact records in ARTERNAL, making it easier to track the specific details that matter to you.
Creating a New Custom Field
Step 1
Navigate to Settings > Organization > Custom Fields > Contacts.
Step 2
Click on + New Field. In the prompt, enter:
A field name (required).
A description (optional)
Select a field type and assign it to a field group.
You can also control whether other users have permission to edit this field. Once the details are filled out, click on Create Field.
Step 3
Refresh the page, then go to Contacts. Select a contact, click Edit Info, scroll down to the Custom Fields section, and your newly created field will be visible.
Editing and Archiving Custom Fields
To edit or archive existing fields, go to Settings > Custom Fields > Contacts. Click on any field to make changes.
In the prompt, you can modify the field name, description, or group. Once you're done, click Save Field.
To archive a field, choose the Archive option.
Recovering Archived Fields
To restore archived fields, head to the Archived tab under Custom Fields and recover them from there.
Searching with Custom Fields
To search for contacts using a custom field, click on Filters next to the search bar. Select the desired custom field, and search within the filter to find relevant contacts.
