How to add/edit/delete Custom Fields?

Customize your contact's data with Custom Fields. You can create additional fields to store information about your contacts. There are 3 types of custom fields: Contact, Organization and Deal custom fields. 

These Custom Fields can be added, edited or removed only by an Account Owner or Administrator user.

In this article:
Add Custom Field Edit Custom Field
Delete Custom Field

Add Custom Field for a Contact

1
Go to the  gear icon  Click on Settings  Custom Fields tab → click on the Add icon.

2
In the New Custom field box → add your custom field details.
3
Select Field type option from the drop-down list:
  • Single line text - alphanumeric text field that accommodates a few words on a single line.
  • Multi line text - alphanumeric text field that accommodates longer text on multiple lines.
  • Number - numeric field that only holds numbers.
  • Dropdown - drop-down list with options.
  • Date - calendar date field used for date joined etc.
  • Checkbox - allows multiple selections from a list of values.
  • Anniversary date - calendar date field with the option to be reminded of an anniversary by email. This can be used for birthday, expiry date etc. Note: This is not available for Organization or Deal Fields.
4
Click  Save to create a new custom field.
5
To re-order the list of custom fields → use the  up and down arrows.

Edit Custom Field

1
Click on pencil icon to the right of the custom field you wish to edit.

2
In the Edit Custom field box → update the details of your choice or Add another checkbox item.
3
Click Save to submit changes.

Delete Custom Field

1
Click on the  bin icon to the right of the custom field you wish to delete.
2
In the warning message, click OK to confirm deletion of the custom field.

NOTE
  • To enable the Title custom field, check out How to add Title to a contact?
  • You can re-order checkbox and dropdown field labels by opening the custom field you wish to edit and clicking on the arrows.
  • You can also follow these steps to add/edit/delete Custom Fields for organizations using Organization Fields and deals using Deal Fields.
  • There is no Anniversary date field type for Deal Fields.
  • There is no Anniversary date fields type for

    Organization Fields

    .

Still need help? Contact Us Contact Us