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How to create custom contact attributes
How to create custom contact attributes

Create a new custom contact attribute.

Updated over a month ago

To create a contact attribute, follow these steps:

  1. Navigate to ‘CRM’ and select ‘Contacts’ from the dropdown menu. Click on ‘Manage attributes’.

  2. Ensure ‘Contact attributes’ is selected as the type of custom attribute. Click ‘New attribute’.

  3. Provide a label for your attribute and choose the data type (e.g., email, date range).

  4. Click ‘Create’ to save the attribute details, then proceed to the second tab labeled ‘Select options’.

  5. Click ‘New option’ to define options for the attribute. Enter the value name and click ‘Create’ for each option.

  6. Each option must be created individually. To set a default option, check the box labeled ‘Is default’.

  7. Your attribute is now visible in the ‘Manage attributes’ overview and can be used as a column in the contacts overview page.

Or check out a video here!

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