Creating custom contact fields

Here's how you can create custom contact fields to track additional details on your contact or company records:

• Mouse over "Settings" in the navigation bar and select “Customize your CRM” in the menu.
• Please note: only admins can create custom fields. If you don't see the option to create custom fields, you'll need to contact an admin on your account.
• Next, select either "Contacts" or "Companies," depending on which record you'd like to have the custom field.
• On the next page, click the button near the top of the page "Create new custom field."
• Choose the appropriate field type, and enter the desired name.
  • Not sure which field type to select? Learn more about custom field types here.
• If you select a Dropdown or Checkbox list, enter the appropriate options. To the right of each option, select a color to add color-coding if desired.
• If you select an Email, Phone, Address, or Website field, select whether you’d like to allow multiple entries. For Email, Phone, or Address fields you can also give the types different labels.
  
  • Note that emails cannot be logged if the email address is saved in a custom email field. If you’d like to log emails, you’ll need to use the default Email field instead.
  • Want to change the type for the default Email, Phone, or Address fields instead? Learn more here.
• If desired, use the to option make the field required.
• Or, select to set a default value and enter, or select, a default value to appear in the field. Note that this is not an option for Email fields, Address fields, Phone fields, Website fields, File fields or Contact link fields.
• Hit "Create custom field" to add the new field, and once created you can click and drag the new field to reorder it.
• Repeat this process as needed to create additional fields. Note that you should only create custom fields for data you always, or almost always, collect.
• Not sure if you should add a custom contact field or a custom pipeline field? Learn more about the differences between contact fields and pipeline fields here.