Custom fields management

The field type you choose should correspond with the type of data you want to store in a way that satisfies your end goal for the data (i.e. reporting, merge field, etc.).

Access Custom Fields Management

1. Click on your user avatar and choose Settings
   
   

2. Click Custom fields in the settings options
   

3. Select if you want to manage your contact or company custom fields
   
   

Create and add a custom contact field

1. From the custom fields management page click theicon above the list of custom fields
   

2. Name your custom field

3. Select your custom field type
   

4. Select if you want the custom field to always be visible on all contacts in the edit view (otherwise it will need to be added to a contact manually)
   

5. Click Create field

Organize custom contact fields

• You can search for custom fields by adding keywords to the search area
  

• Click theicon to organize your custom fields alphabetically or reverse alphabetically and group by field type

• Theicon allows you to choose which field types appear in the list of custom fields within the customer field manager

Edit a custom contact field

1. Select the custom field you want to edit
   

2. Decide what details you want to edit on the custom field
   
   

3. Edit the custom field
   

4. Click Save changes
   

Delete a custom contact field

1. Select the custom field you want to delete

2. Click Delete field
   

3. Confirm by clicking Delete field again