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Custom Fields

You can add up to 10 Custom Fields to collect data on contact pages

Maddison Black avatar
Written by Maddison Black
Updated over 4 years ago

Do you have data you want to collect for your students/prospects but there is not a field for it on their contact page? You can add up to 10 Custom Fields

Examples of Custom Fields: Favorite Snack, School, Food Allergies, T-shirt Size, etc...

To create the Custom Fields: 

Go to Settings > Company > Account and Settings

Click on the "Custom Fields" tab. Enter the Custom Fields you want to add in > click "Save Settings"

The Custom Field data for each contact can be edited from their contact page by clicking on the "Edit Prospect" or "Edit Member" button in the top left hand corner. Then scroll down on the Edit Contact page and the Custom Fields will be there to edit 

If a contact has any of the Custom Field data entered - that field will display on their contact page. You may view this data in the "Details" box on the right hand side of their contact page 

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