TheEazy CXM · Documentation
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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

  1. Open Custom Fields and choose Add Custom Field.
  2. Set the Field Label and Field Name.
  3. Pick the Field Type — for example text, Date or Dropdown (add options for dropdowns).
  4. Choose whether the field is required.
  5. 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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