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Why Use Custom Fields?

  • Personalize communication.
  • Adapt to specific needs.
  • Gain better insights.
  • Organize records efficiently.

How to Create Custom Fields

  1. Go to Contacts > () > tap Custom Fields
  2. Click Add Field and name it.
  3. Choose a field type (e.g., text, dropdown).
  4. Mark as mandatory (optional) and click Save.
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System Fields can’t be edited, but Custom Fields can be hidden or modified as needed.
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