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Contact Custom Fields
Contact Custom Fields
Mia Martin avatar
Written by Mia Martin
Updated over a week ago

In Contacts, users can create their own custom fields. With this feature, the contact page can accommodate their own way of keeping track of important information.

1. To create a new field, go to Settings > Organization > Custom Fields > Contacts

2. Click on + New Field and in the prompt, enter the field name and a description (optional). Then select a field type and a field group.

You can choose whether other users have permission to edit this field. After filling out the prompt, click on Create Field.

3. After that, refresh your page and go to Contacts and select a contact, select Edit Info, scroll down to the Custom Fields section, and the newly created field will be there.

4. You can also edit and archive existing custom fields. Go to Settings > Custom Fields > Contacts, and click on any field to edit.

5. In the prompt, you can change field name, description, and group, then click on Save Field. You can also archive the field.

6. If you'd like to recover previously archived fields, click on the Archived tab and recover them from there.

7. You can search contacts with custom fields. To do this, click on Filters next to the search bar, then choose the desired custom field, and search within the filter.

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