We realize that it’s impossible for us to anticipate every little thing you’ll want to be able to collect about your contacts or companies, so you can add any kind of field you’d like to your contacts and companies. To do this, just go to the Settings section in your account and click Custom Fields.
Creating a new custom field is easy. First, decide whether the field will be for contacts or companies. Once you've selected either "Contacts" or "Companies," click on the “Create a new custom field” button at the top of the page. Then, give your field a name and select a type of field.
Different field types serve different purposes. Text boxes and areas are good for flexibility -- you can dump any information you'd want to in those! Number fields only accept numerals, and they'll format the number for you. Dropdown lists and checkbox lists let you create a menu of options to choose from; with the former, you can only select one, though (you can select multiple options with checkbox lists!). Date fields are great for keeping track of special dates for a record of yours, and contact links will help connect two separate records together in a way that you specify. File fields allow you to upload specific documents to better track them.
Create the field, and you're all set! These fields will then show up when you add, view, or edit your contacts. When you search, the system will also check these fields for results.
But wait! Don’t go creating a thousand custom fields just yet! Custom fields are designed to handle the kind of information you collect
for most or all of your contacts only. Adding more than you need takes up a lot of screen real estate! Got some details about how you met someone or other random information about a contact? Don’t clutter up your contact editing pages with another field you’ll only use every once in a while -- stick that kind of information in the “Background Info” field. We’ll search that area, too, so you’ll be able to find that information just as easily, but you won't have to search through a ton of fields to find the ones you actually use regularly.
Some examples of fields you might want to list are account ID numbers, who referred this contact to your business, the spouse name of your contact, or anything else you can imagine.
Note:There are also custom fields for pipelines, which display the information in a different location and serves a slightly different purpose. If you're confused about the difference, let us know! We can help you decide which one to use.