Troubleshooting Custom Fields

Common Issues

Custom Fields Not Appearing in Forms

Problem: Created a custom field but don’t see it when editing contacts Solution:

• Refresh your browser page
• Check that the field is “Active” in Custom Fields management
• Verify you’re looking in the “Additional Information” section

CSV Upload Errors with Custom Fields

Problem: Custom field data not importing properly Solutions:

• Ensure CSV column headers exactly match custom field names
• Check data formatting (dates, numbers, dropdown values)
• Download the sample CSV to verify correct format
• Remove any special characters from field values

Cannot Delete Custom Field

Problem: Delete button disabled or getting error when trying to delete Explanation: Fields containing customer data cannot be deleted Solution: Deactivate the field instead to hide it while preserving data

Dropdown Options Not Saving

Problem: Added dropdown options but they disappear Solutions:

• Ensure you clicked “Save” after adding options
• Check for duplicate option names
• Remove any special characters from option labels

Getting Help

If you continue experiencing issues:

1. Check that you have CRM module access
2. Verify your user permissions
3. Contact support through the help section in your dashboard
4. Include screenshots when reporting problems