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How to Create Custom Fields

Creating Custom Fields in your Contacts

Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over a month ago

1. Go to any Contact Profile

2. Go to the Custom Fields section

The Custom Fields section of a contact profile will appear at the bottom of the Contact Info tab. You may have to collapse sections to see the Custom Fields section:

3. Click on + Add Custom Field

Then click on Manage Custom Fields.

After clicking on the Manage Custom Fields text you will be directed to the Custom Fields window.

4. Click on + Create your First Custom Field

You will then be able to give a title to the Custom Field and select if you want text or a date to be associated with the field.

5. Click the Blue Checkmark and Done Editing

Once you have finished creating the Custom Field you will want to make sure you click the blue check mark beside the Custom Field field & click on the Done Editing button to save those changes!

For more information on Custom Fields, don't forget to check here!

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