Customizing the type for email, phone, or address fields
Learn how to customize the type for email, phone, or address fields:
- Mouse over "Settings" in the navigation bar and select “Customize your CRM” in the menu.
- Please note: only admins can edit custom fields. If you don't see that option, you'll need to contact an admin on your account.
- Next, select either "Contacts" or "Companies," depending on where you'd like to make changes.
- Mouse over the desired field (email, phone, or address) and select the “Edit field settings” link that appears.
- In the dialog that opens, edit the existing types, or use the “Add another option” link to add additional types.
- Click and drag the types to reorder them. Note that the first listed type will be the default.
- Be sure to save changes! If necessary, repeat for additional fields or for the other record type.
Keywords:
Email, phone, address, work, personal, home, mobile
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