Creating a New Custom Field

How to create a new custom field to customize your contact card

Updated: Sep 21, 2023 12:43 PM

Exploring Existing Custom Fields

  1. Navigate to Settings in the menu pane and then Custom Fields.
  2. In the first tab, All Fields, you will see all the Custom Fields that have been created for your account.
  3. Familiarize yourself with the different fields listed.

Adding a New Field

  1. To create a new custom field, click on + Add Field.
  2. A selection of field types will be presented for you to choose from, such as single line, phone number, date, drop-down, multiple choice, checkbox, etc.
  3. When you select a field type, you can look at the preview provided to the right for each one.
  4. Select your desired field type and then click Next.
  5. In the Field Name section, enter the desired name for your custom field.
  6. Determine the object for which the custom field will be created (e.g., "Contact").
  7. Specify the Group folder where you want the field to be organized within that object.
  8. Complete any other needed information for the desired field type, such as options, label names, placeholders, etc.
  9. Click Save to complete. The newly created custom field will now appear in the main list of All Fields.