How to Create Custom Fields in Contacts?

This guide explains creating custom fields for contacts in your account to capture personalized data beyond default fields, such as preferences or attributes. You can easily add, edit, or delete these fields to suit your business needs

Steps to Create Custom Fields

Learn how to create custom fields in your account to capture additional contact details tailored to your business needs.

Step 1: Create Custom Fields

1. By default, you’ll see System Fields and Custom Fields.

2. Click on the Add Field button.

3. Provide a name for your custom field and select the field type.

4. Optionally, set the field as Mandatory and click Save.

Note:

System fields cannot be modified as they are dependent on multiple parameters. However, custom fields can be created and tailored to store specific data related to your customers.

Step 2: Delete or Hide Custom Fields

1. To hide a custom field, click on the eye icon next to it.

2. Note: Custom fields cannot be deleted, as this may affect your data integrity.