Create Custom Fields for Contacts

Create Custom Fields for Contacts

Various information can be collected for Contacts when Creating a Contact or Editing a Contact, such as Name, Mailing Address, Email, and Phone Number. However, the information collected can be customized to meet User's needs.

For example, a User may want to collect information for a Contact's position at a company or birthday. A User would create Field Group "Personal Info" and two Fields "Position" and "Birthday" underneath it.

*Note:
  1. Customization is only available in the Browser App.
  2. A Custom Fields can be set as "Required". Use this feature sparingly, as Users cannot save a Contact unless that field is filled out.




Step 1: Add Field Group

  1. Along the left-hand bar, select Company Settings, indicated by the "building" icon
  2. Click ➕ Add Field Group on the bottom of the page
  3. Add a Field Group Name and click Save *Eg. Availability, Personal Info, etc



Step 2: Create Field

  1. Click ➕ Create Field 
  2. Fill out form:
    1. Type: Choose what data needs to be collect , such as time, text box, check box, contact info, and etc
    2. Label: Add a title to the Field *eg Birthday, Position, Secondary Email, etc.
    3. Placeholder text: Include a short description of the info to be collected
    4. Required Field: Choose if the information collected to be optional or mandatory *See Note in Intro
    5. Field Width: Customize how big the width field will be-Full, Medium, or Small
  3. Click Save
*You can add as many Fields as needed under a Field Group




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