CRM
Contact custom fields
Add your own fields to contacts, such as region or preferred service, so you can filter and sort by them.
Custom fields let you keep details that matter to your business on every contact, such as region, client tier or preferred service. You can fill them in, show them as columns, filter by them and change them in bulk.
Add a custom field
- Open Settings › Attributes.
- Choose Contacts.
- Select Add new.
- Choose the type of field, such as text, number, date or a list of options.
- Enter a name, add the options if it is a list, and save.
You're done when the field appears under More details when you add a contact, and in the Details panel on every contact's page.
Use the field
- Fill it in under More details when you add a contact, or click the value in Details on the contact's page.
- Show it as a column with the columns control in CRM › Contacts.
- Filter by it to build lists such as "Clients in the North region".
- Change it for many contacts by selecting rows and choosing Edit. See Find and update contacts.
- Fill it from a spreadsheet by matching a column to it when you import contacts. You can also create the field during the import with Create field.
Good to know
- Use a list of options when people should pick from fixed answers. "Referral" and "Referred" in free text are hard to filter.
- Use a note, not a custom field, for one-off details.
- If a form or workflow uses the field, update them before you rename or remove it.