Add Contact Custom Fields
Add extra contact details and find contacts by the answers your team saves.
Contact custom fields are extra boxes for details that do not fit the regular contact form. Use them for repeatable information such as preferred contact method, referral partner, language preference, or follow-up priority.
Add a field to a contact
- Open a contact and select Details.
- Expand Custom Details.
- Select Manage.
- Select Create new.
- Enter a short field name.
- Enable Add to this contact.
- Save the field, then save the Manage Fields window.
- Enter the answer and save the contact details.
The field name becomes available on other contacts, but the answer belongs only to the contact you are editing.
Show, hide, or rename a field
Open Manage to work with the available fields:
| Control | What it does |
|---|---|
| Checkbox | Shows or hides the field on the current contact |
| Drag handle | Saves a new order, though the contact screen may not use it |
| Edit | Changes the field name wherever it is used |
| Delete | Removes the field and all of its answers from every contact |
Use the search box when your dealership has several contact fields.
Deleting affects every contact
Delete does not remove only the answer on the contact you have open. It removes the field and all of its saved answers from every contact. Make sure the dealership no longer needs them before deleting.
Find contacts by an answer
Saved answers become filter choices on the Contacts page. A filter looks for an exact match.
For example, a field named Preferred Contact Method can use Text, Phone, or Email. Choosing Text in the filter returns contacts saved with that exact answer.
The optional custom columns on the Contacts page may not show the saved answers. Use a filter or open the contact to confirm the information.
Keep private details elsewhere
Teammates working in other branches may see saved answer choices. Do not use custom fields for identification numbers, bank details, passwords, or other sensitive personal information.
Keep fields clear
- Use a custom field only for a detail your team enters often.
- Keep field names short.
- Agree on one spelling for common answers.
- Use the regular DealerSpot fields when one already fits.
- Use an Activity note for a one-time conversation or dated update.