How to Create a Custom Field on a Contact Record

Note: Once you create a Custom Field on a Contact Record, it will be added and available on all Contact Records within your database. Then, you can add corresponding data on each Contact Record within that added field in the future.

Step 1

Open a Contact Record and click the blue "Edit Contact" button located at the upper-right of the contact record, above the contact's name.

Step 2

Scroll to the bottom, where you'll find "Custom Contact Fields."

Step 3

Click on the blue "Manage Fields" next to "Custom Contact Fields."

Step 4

It will direct you to the Contact Manager - Custom Contact Fields.

Step 5

Click the blue "New Custom Field" button.

Step 6

An "Add Custom Field" pop-up will appear.

Step 7

Add the corresponding information for the Field.

1. Name

   The name will auto-fill from the existing Local Custom Field. It cannot be edited in this mode.

2. Type

   This is where you will select the "Type" of information tied to the Global Custom Field.

   Types include;

   • Text - Handy for adding in Assistant name, Spouse name, Business name, etc.

   • Email - You could match this with an "Assistant Email" Custom Field and a corresponding email.

   • Phone - Choose this when adding additional numbers.

   • Date - Use this option whenever anything is date-based.

   • Link - This field is great for adding additional website information or links to Google Docs.

   • Dropdown - It is mainly used for Lead Forms. Any dropdown information selected on the Lead Form will land on the correspond.

Step 8

Add a "Placeholder" name. This is a reminder of what you need to fill into the space.

Step 9

Click the blue "Add" button to create the Custom Contact Field or "Cancel" to abandon the action.