Custom Fields

From docs
Revision as of 19:51, 9 September 2013 by Jeff Epperson (talk | contribs)
Jump to: navigation, search

Path: Callproof Support - Website - Navigation Bar - 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.


Viewing Current Custom Fields

To view Custom Fields, from the navigation bar, select "Home" then "Contact Types".


Creating Custom Fields

To create Custom Fields, from the navigation bar, select "Home" then "Contact Types".

Next, select "Add Custom Field" from the top right of the main info pane.


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.