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