CRM

Overview Custom Fields let you go beyond basic contact information to capture the specific data your business needs. Whether you’re...

Preparing Your CSV File Custom fields work with bulk contact uploads. Your CSV must include: Required Columns Name (required) Mobile...

Editing Existing Fields Go to People → Manage Custom Fields Click the edit button (pencil icon) next to any field...

Naming Guidelines Be descriptive: “Last Service Date” not “Date1” Stay consistent: Use similar naming patterns across fields Avoid confusion: Don’t...

Common Issues Custom Fields Not Appearing in Forms Problem: Created a custom field but don’t see it when editing contacts...