How to add/edit/delete Custom Fields

Customize your contact's data with Custom Fields that allow you to 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.

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

Add a Custom Field

1

Go to your  User/Profile (in the top right-hand corner) → Settings → Custom Fields tab → Contacts Field → Click +Add.

2
Add a Field name and select Field type for your new Custom Field.


Click Save when done.

3
Select a Custom Field and simply 'drag and drop' it to re-order the list of custom fields.

Edit a Custom Field

1
Click on the pencil icon to the right of the Custom Field you wish to edit.

2
In the Edit Custom field box → update the required details.

Click Save.

Delete a 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 the deletion of the custom field.

3
You have the option to restore a deleted Custom Field within 24 hours.
Click Undo delete. 

NOTE

  • To enable the Title custom field, check out How to add Title to a contact?
  • You can re-order checkbox and dropdown field options by using 'drag&drop' while editing the Custom Field.
  • 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 or Organization Fields.

Still need help? Contact Us Contact Us

Related Articles