Create custom fields


This article applies to:

One size rarely fits all - and that’s why your contact records are customizable. Add up to 100 custom fields, edit or hide existing fields, and create sections to organize the record in a way that makes sense for your business


How to add Custom Fields

  1. Go to Contact record

  2. Click "Details"

  3. Click the Edit button.

  4. Click Add custom field within the Additional info section

    1. Type the Field Label
    2. Select the field type from the drop down
    3. Save field

Edit Custom Field Name

Warning: This will change the custom field for all of your contacts.

  1. Click the menu next to a field
  2. Select Edit custom field
  3. Edit the Field name
  4. Click Save field


Deleting a custom field

Warning: This will delete the field and any data for all of your contacts.

  1. Click the menu next to a field
  2. Select Edit custom field
  3. Click the Delete field button
  4. Confirm you would like to delete the field and all stored data


Hidden Custom Fields

  • If your custom field has no data it will not be displayed
  • Even though it's not displayed it will still capture data when submitted through your Web Form/Landing page

Field types available

  • Currency
  • Date
  • Day of week
  • Decimal number
  • Drop Down
  • Email
  • Month
  • Multi Select
  • Percent
  • Phone number
  • Radio Buttons
  • State
  • Text
  • Text area
  • User
  • Website
  • Whole number
  • Year