Custom fields
Add your own fields to contacts.
Custom Fields let you capture data specific to your business on contact records.
Add a custom field
- Open Custom Fields and choose Add Custom Field.
- Set the Field Label and Field Name.
- Pick the Field Type — for example text, Date or Dropdown (add options for dropdowns).
- Choose whether the field is required.
- Save — the field now appears on contact records.
Custom fields can be included on contact imports/exports — pick “Include custom fields” where offered.
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