Custom Fields Personalizing Contacts for Your Business

Only administrators can create custom fields:

1. Click the gear icon (Settings) in the bottom left
2. Choose Custom Fields from the settings menu
3. Select Contacts as resource type

You'll now see a list of all existing custom fields for contacts.

Click + Add Custom Field:

Fill in:

• Field Name: Internal name (e.g., 'language_preference')
• Field Label: Display name (e.g., 'Language Preference')
• Field Type: Choose from Text, Number, Date, Dropdown, Checkbox
• Required: Is this field required?
• Default value: Default value (optional)

Field Types Explained:

• Text: Free text (e.g., referral details)
• Number: Numeric (e.g., client lifetime value)
• Date: Date selection (e.g., preferred move-in date)
• Dropdown: Selection list (e.g., VIP level: Bronze, Silver, Gold)
• Checkbox: Yes/No (e.g., Newsletter subscription)

If you choose a Dropdown field type, you need to define the options:

Example: VIP Level dropdown

1. Field Type: Dropdown
2. Click Add Option
3. Add options: 'Standard', 'Bronze', 'Silver', 'Gold', 'Platinum'
4. Choose a default option (e.g., 'Standard')

Tips for Dropdown options:

• Keep the list short (max 10-15 options)
• Use clear labels
• Sort logically (alphabetically or by priority)
• Avoid overlap between options

Once you've created a custom field, it automatically appears:

• In the contact form: When creating/editing contacts
• In the contact detail page: Visible as a separate field
• In filters: You can now filter by this value
• In exports: Custom fields are included in CSV exports
• In the API: Custom fields are accessible via the API

Filling in custom field values:

1. Open a contact (existing or new)
2. Scroll down to Custom Fields section
3. Fill in the value
4. Click Save