Custom Fields

Custom fields let you track additional contact information beyond the standard fields.

Creating Custom Fields

1. Navigate to Settings
2. Select Custom Fields
3. Choose Contact as the entity type
4. Click Add Field
5. Enter the field name
6. Save

Field names must be unique and can be up to 100 characters.

Managing Custom Fields

Reordering

Drag and drop to change field display order. The order affects how fields appear in the contact form.

Visibility Settings

Each custom field has visibility options:

• Visible - Field appears in the contact form
• Public - Not applicable for contacts (contact data is always private)

Editing Field Names

1. Click on the field name
2. Enter the new name
3. Save

Existing values are preserved when renaming.

Deleting Fields

1. Click the delete button
2. Confirm deletion

Deleting removes all stored values across all contacts.

Using Custom Fields

Entering Values

1. Open a contact
2. Navigate to the Custom Fields tab
3. Enter values
4. Save

Example Use Cases

Custom fields are useful for:

• Communication Preference - Phone, Email, Text
• Best Time to Call - Morning, Afternoon, Evening
• Trade-In Interest - Yes/No
• Referral Source - Specific referral details
• Follow-Up Priority - High, Medium, Low
• Languages Spoken - For multilingual dealerships
• Special Notes - VIP customer, requires accommodation

Best Practices

• Use consistent field naming
• Keep names concise but descriptive
• Create fields for data you'll track across most contacts
• Periodically review and remove unused fields
• Use notes for one-off information instead of creating single-use fields

Searching by Custom Fields

Currently, custom field values are not searchable from the main contacts list. Use the contact detail page to view and filter by custom field values.

Next Steps