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 a contact record and click on their avatar

  2. Click Edit at the top right of the page

  3. Scroll to the Additional info section at the bottom of the record and click Add custom field

  4. Click Create a field

  5. Enter a Field name and choose a Field type.

  6. Click Save field
  7. Enter or choose a value for the custom field.

  8. Click Save to update the contact record

  9. Now, when you view the Additional Info section of this contact, the custom field will be present near the bottom of the record.

  10. Note that if no value is present in the field, it will not be visible on the contact record. In this case you will need to go to click Edit at the top right of the page.

  11. Click Add custom field

  12. Then choose the custom field from the list and add a value to the field as described above.


Edit Fields

  1. Click the breadcrumb menu next to the custom field
  2. Click Edit custom field
  3. Edit the custom field
  4. Click Save field

Deleting a custom field

  1. Click the breadcrumb menu next to the custom field
  2. Click Delete from [Contact name]

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