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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.
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Keywords:
Email, phone, address, work, personal, home, mobile
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