How to Add Custom Fields to Contact Record


Adding Custom Fields to Contact Records

  1. Access Settings

    • Navigate to the bottom left of the interface and select Settings.


  2. Go to Custom Fields

    • Click on Custom Fields to view existing fields and create new ones.


  3. Create a New Folder
    • Click on Add Folder.
    • Enter a descriptive name for the folder (e.g., "Gardening Course").
    • Ensure the folder is categorized under Contact.

    • Click Save.


  4. Verify Folder Creation

    • Toggle to the Folders section to confirm that the new folder appears in the list.


  5. Add Custom Fields to the Folder

    • Go back to the All Fields section.

      Search for existing fields or create a new one:

      • To create a new field, click the Add Field button.
      • Choose the type of field (e.g., Single Line).
      • Enter the field name (e.g., "Favorite Fruit").
      • Add a placeholder text (e.g., "What is your favorite fruit?").
      • Select the group (folder) to which the field will belong (e.g., "Gardening Course").

      • Click Save.


  6. Verify Custom Fields in Folder

    • Navigate back to the folder created and confirm that the new custom fields are listed.


  7. Check Contact Record
    • Go to the Contacts section.
    • Open a contact record and scroll down to find the newly created folder.

    • Expand the folder to see the custom fields and their placeholders.


  8. Input Data
    • If necessary, fill in the custom fields for the contact. Ensure to click Save to retain any changes made.

Cautionary Notes

  • Always verify that the correct folder is selected when adding new fields to avoid misplacement.
  • Ensure that any changes made to contact records are saved before navigating away from the page to prevent data loss.
  • Be cautious when editing existing fields to avoid overwriting important information.
  • Use clear and descriptive names for folders and fields to facilitate easy identification and retrieval of information.

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