Custom Fields
Revision as of 17:28, 9 September 2013 by Jeff Epperson (talk | contribs)
Path: Website - Navigation Bar - Home
Contents
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.
