Custom fields help you track information unique to your campaign or organization such as preferred communication channels. These fields allow you to personalize outreach and maintain relevant context for every contact.
The best part is you don’t need to define custom fields platform-wide. You can create and edit them directly within an individual contact’s profile, as needed.
How to View and Add Custom Fields?
To add and update custom fields, start by opening the contact’s profile. You can access it from the Search bar, Lists, Tags, or while using the Dialer.
Once you're in a contact profile, scroll down to the bottom left of the screen. You'll find the Custom Fields section (highlighted in a green box).
To add a custom field:
Click the (+) icon.
Two columns will appear:
Field Name – Define the label (e.g., “Volunteer Level”).
Value – Enter the relevant info for this contact.
You can continue adding more custom fields by clicking the (+) button again. Each contact can have its own set of fields as shown in the illustration below.