How to Create Custom Fields for Contact Information

The Key Steps

  1. Click the Contacts dropdown menu on your left-hand navigation menu.
  2. Click Custom Fields in the dropdown menu.
  3. Click the green Add Custom Fields button to create a new custom field.
  4. Fill out the menu to the right with the title of the custom field and the information you want to add to contact profiles.
  5. Click the green Create Custom Field in the bottom-right to save your new custom field. 

Using your new Custom Field:

  1. Go to a contact profile of your choice, either from the search bar or the Contacts > Overview section.
  2. Click the Actions dropdown menu to the right. 
  3. Click Edit Contact in the dropdown menu.
  4. 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: