Contacts Custom Field Manager

Below you will find steps on how to create custom fields within your Contacts database.

Written by Rudeen Evans

Last published at: December 27th, 2023


Contacts Custom Field editor allows you to manage custom fields in Contacts.


  1. Find the Contacts Field Manager page in User menu on the top right corner of the site, a drop down list will open and you will need to select " Contact Field Settings". Note that there is a user privilege required in order to access this page.



  2. Then click on the Custom Fields tab





  3. To add a new custom field, click on "Create Custom Field" in the upper right corner of the page.





  4. Define the name of your field and the field type


    Field Types:
    • Dropdown List: A dropdown list will appear, allowing you to select a pre created option
    • Date Picker: Select a date range using a calendar.
    • Free Text: Allows you to type freely 
    • Dropdown Multi Select: Allows you to pick more than one option from a drop down list



  5. Configure any other desired settings and then click Create.

    Other options available:
    • Allow Truncation:Upon import, allow field value truncation if length exceed 200 characters.
    • Locked List: This is a feature that prevents new values to be created upon import. If this setting is turned on, all values being imported must be pre-created in order for the import to be successful. This is useful when importing using excels. We recommend turning this off if using data integrations for import processes.
    • Required Field: Select this is you would like this field to become mandatory. 


Delete

FYI

Custom Fields that are configured will also be added to your Contacts Excel template for all future imports.