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 Contact Custom Fields (in bulk)
1
After you created a Contact 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
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.
To minimize the additional details, click on Less.
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.
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