How to assign/update Contact Custom Fields (manually)
1
After you created a Contact Custom Field, open a contact → Click on the pencil icon in the top right corner.
2
Enter your data in the Custom fields section located at the bottom of the Contact info form and click Save to submit your changes.
How to assign/update Organization Custom Fields (manually)
1
After you created an Organization Custom Field, open the Organization View → Click on the pencil icon in the top right corner.
2
Enter your data in the Custom fields section located at the bottom of the Organization info form and click Save to submit your changes.
How to assign/update Contact Custom Fields (in bulk)
1
After you created a Contact or Organization Custom Field, choose the appropriate contacts by either:
Selecting all contacts in your Action Stream or in your Contacts Page.
Manually selecting contacts by checking the box beside their name.
2
In the bulk updates bar click More → select Advanced updates... from the dropdown.
3
Choose the Custom Field from the dropdown → add your field value → Click Apply
Notes:
You can decide if the content already exists to 'Don't apply' or 'Overwrite it'.
When to update Custom Fields in bulk
Tags to custom fields: If you have a lot of tags in your account or would like to switch some over to custom fields.
Cleaning data: If you have many old leads from a previous year in your account, quickly select them and apply a custom field so they are easier to segment in your account.
Contact to company-wide custom fields: If you wish to store information such as industry type under the company-wide custom field instead of a contact custom field.
How to view Contact Custom Fields
1
Open a contact → Click on Show all.
2
Contact Custom Fields are shown below the Contact Field details.
The Organization Custom Fields are below the Organization Fields.
To minimize the additional details, click on Less.
Notes:
You can set the preference to show More by default on the Settings Page → Preferences → Under Contact Preferences toggle the slider for "Show all Contact & Organization fields" to green.
How to add titles to a contact
1
Go to your User/Profile Icon (top right-hand corner) → Settings → Custom Fields tab.
Under Contact Fields toggle the slider to green to add Titles to your contacts.
2
To add additional drop-down values to the default ones e.g. Mr, Mrs, Ms, such as Doctor click on the pencil icon to the right of the Title Contact Field.
3
Add another field by clicking on + Add Item → add the new value → click Save to submit your settings.
4
To delete a dropdown option, click on the - icon to the right of the field → click Save to submit your settings.
5
In the contact view, your mandatory field will be displayed with an asterisk (*) to indicate this field as mandatory and the contact cannot be saved unless it is populated.
How to add an Anniversary Date with an email reminder
1
Go to your User/Profile icon (top right-hand corner) → Settings → Custom Fields tab → Contact Fields → Click + Add.
2
Add a Custom Field name → select Custom Field type: Anniversary date
3
Under Reminder select the number of days before the due date to be reminded about the anniversary date → Click Save.
Note: Select None to disable the reminder.
Notes:
Reminders are sent on a yearly basis.
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