Custom Fields
Revision as of 17:23, 9 September 2013 by Jeff Epperson (talk | contribs)
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.
