Custom Fields

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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.

To view custom fields already created, select Custom Fields under the Home tab from the Navigation Bar.

Create Custom Fields

Click Add Custom Field to create new custom field.

Name the field and select a Field Type.

Auto Integer

Checkbox - A checkbox appears next to the field name

Date - Date field (Example: 12/01/2013)

Datetime - Date and Time field (Example: 12/01/2013 12:34PM)

Decimal - Allows a number with decimal

Integer - Whole numbers without a decimal

Radio - Presents multiple options with an option to select one

Select - Presents a drop down of choices

Text - Single line of text

Textarea - Present a large block for multiple lines of text

Time - Time field (Example: 12:34PM)

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.