Difference between revisions of "Custom Fields"

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[[Home]]  
 
[[Home]]  
  
*Custom Fields are user created fields specific to their contact records. Multiple types of fields can be added to the contact record to provide additional information about the contact.
 
  
*Custom fields are included on every contact.
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== What are Custom Fields? ==
  
*When searching for contacts, these custom fields can be used as search criteria. Custom fields are not show on the contacts search screen by default, but can be seen by clicking the MORE button towards the bottom of the contacts search criteria section.
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Custom Fields are user created fields specific to their contact records. Custom fields are included on every contact and can be used to filter contact search results.
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== Create a Custom Field ==
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Custom Fields can be created from the main navigation bar user HOME then Custom Fields.
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== Filtering Contact Search Results with Custom Fields ==
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When searching for contacts, custom fields can be used as search criteria. Custom fields are not shown on the contacts search screen by default, but can be seen by clicking the MORE button towards the bottom of the contacts search criteria section.

Revision as of 17:23, 9 September 2013

Home


What are Custom Fields?

Custom Fields are user created fields specific to their contact records. Custom fields are included on every contact and can be used to filter contact search results.


Create a Custom Field

Custom Fields can be created from the main navigation bar user HOME then Custom Fields.


Filtering Contact Search Results with Custom Fields

When searching for contacts, custom fields can be used as search criteria. Custom fields are not shown on the contacts search screen by default, but can be seen by clicking the MORE button towards the bottom of the contacts search criteria section.