How to Create Custom Fields for Contact Information
The Key Steps
- Click the Contacts dropdown menu on your left-hand navigation menu.
- Click Custom Fields in the dropdown menu.
- Click the green Add Custom Fields button to create a new custom field.
- Fill out the menu to the right with the title of the custom field and the information you want to add to contact profiles.
- Click the green Create Custom Field in the bottom-right to save your new custom field.
Using your new Custom Field:
- Go to a contact profile of your choice, either from the search bar or the Contacts > Overview section.
- Click the Actions dropdown menu to the right.
- Click Edit Contact in the dropdown menu.
- Scrolling to the bottom of the editor, you should see your custom fields where you can add additional information.
Here is a video walking through these steps: