How to Add Custom Fields to Contact Record

Adding Custom Fields to Contact Records

1. Access Settings
   • Navigate to the bottom left of the interface and select Settings.

1. Go to Custom Fields
   • Click on Custom Fields to view existing fields and create new ones.

1. Create a New Folder
   • Click on Add Folder.
   • Enter a descriptive name for the folder (e.g., "Gardening Course").
   • Ensure the folder is categorized under Contact.
   • Click Save.

1. Verify Folder Creation
   • Toggle to the Folders section to confirm that the new folder appears in the list.

1. Add Custom Fields to the Folder
   • Go back to the All Fields section.

Search for existing fields or create a new one:

• To create a new field, click the Add Field button.
• Choose the type of field (e.g., Single Line).
• Enter the field name (e.g., "Favorite Fruit").
• Add a placeholder text (e.g., "What is your favorite fruit?").
• Select the group (folder) to which the field will belong (e.g., "Gardening Course").
• Click Save.

1. Verify Custom Fields in Folder
   • Navigate back to the folder created and confirm that the new custom fields are listed.

1. Check Contact Record
   • Go to the Contacts section.
   • Open a contact record and scroll down to find the newly created folder.
   • Expand the folder to see the custom fields and their placeholders.

1. Input Data
   • If necessary, fill in the custom fields for the contact. Ensure to click Save to retain any changes made.

Cautionary Notes

• Always verify that the correct folder is selected when adding new fields to avoid misplacement.
• Ensure that any changes made to contact records are saved before navigating away from the page to prevent data loss.
• Be cautious when editing existing fields to avoid overwriting important information.
• Use clear and descriptive names for folders and fields to facilitate easy identification and retrieval of information.

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• Adding Files To Contact Records