Custom Fields

Overview Custom Fields allow you to capture additional information about your contacts beyond the standard fields (name, phone, email). Tailor...

Access Custom Fields Management Go to People from your main dashboard Click “Manage Custom Fields” (blue button in top-right) Click...

Adding Custom Field Data to New Contacts Click “Add Contact” from the People page Fill in standard fields (name, phone,...

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...