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Add Custom Fields to Contacts

Why Custom Fields?

Default fields (name, email, phone) aren’t always enough. Custom fields let you track extra details, like a customer’s birthday or preferences.

Before You Start​

  1. Examples of Custom Fields (for a Jewellery Business):

    • Anniversary Date (to remind customers of special occasions)
    • Ring Size (to track preferences)
    • Preferred Metal Type (e.g., Gold, Silver, Platinum)

  2. Data Types Simplified:

    • Text: Short answers (e.g., "Gold")
    • Multiline Text: Longer notes (e.g., "Prefers vintage designs")
    • Single Select: Choose one option from a dropdown (e.g., "Preferred Metal Type: Gold/Silver")
    • Multi Select: Choose multiple options (e.g., "Likes Rings, Necklaces, Earrings")
    • Date: Pick a date (e.g., Anniversary)
    • Number: Only numbers allowed (e.g., Ring Size: 6)

Step-by-Step Guide​

Step 1: Create a Custom Field Group (If Needed)​

Groups organize fields (e.g., "Customer Preferences" or "Personal Details").

  1. Go to Settings > Custom Fields.
  2. Click “Add Group” (top-right).
  3. Name the group (e.g., “Jewellery Preferences”).
  4. Select “Contact” under Target Class.
  5. Click “Save”.

Step 2: Add a Custom Field​

  1. Go to Settings > Custom Fields.
    (Look for the gear icon ⚙️ in your dashboard.)
  2. Click “Add Field”.
  3. Fill in details:
    • Field Name: Use a clear name (e.g., “Anniversary Date”).
    • Object: Choose “Contact”.
    • Group: Select an existing group or create a new one.
    • Type: Pick a data type (⚠️ Warning: You can’t change this later!).
  4. Click “Save”.

Example: Adding a “Ring Size” Field​

Let’s track a customer’s ring size:

  1. Field Name: Ring Size
  2. Object: Contact
  3. Group: Jewellery Preferences
  4. Type: Number

✅ Done! The field will now appear when you edit a contact.

Pro Tips​

  • Naming Matters: Use names like “Customer’s Birth Month” instead of “Date 1”.
  • Test First: Add a test field and check how it looks on a contact page.
  • Avoid Duplicates: Search existing fields before creating new ones.

Troubleshooting​

  • Field not showing up?
    • Refresh the page.
    • Check if you selected the correct Group and Object.
  • Wrong data type?
    • You’ll need to delete the field and create a new one.