Custom Fields
|
|||||
Updated: 02/13/2024
Article #: 102
|
|||||
1. How to add new custom fields
You are able to add your own custom fields for your contacts. To do that navigate to Settings -> Custom Fields. On this screen click on "New Custom Field". You will be able to choose from several different types:
2. Where do I find the custom fields I added
You can find the custom fields that you added by navigating to any contact page and then clicking on "Edit Contact". The custom fields are added at the bottom. Here you can fill the info for each custom field and then save. This information will be saved on your contact profile.
3. Grouping custom fields into sections
You can group your custom fields into different sections. By default all custom fields that you add will be added under the "Default" section. If you want different custom fields to be grouped together, you can create more sections. You can do that in the same place where you create custom fields, navigate to Settings -> Custom Fields and click on "Add New Section".
4. Filtering by custom field
You can filter your contacts by their custom field info. To do that go into Contacts and then click on the filter icon. Here you will find the Custom Fields filter. Select the custom field you want to filter by and then select the value.
|
|||||
|
|||||
|
|||||
|