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Add Custom Fields to Contacts

Custom fields let you track additional information beyond the default fields (name, email, phone). For example, a jewellery business might add fields for ring size, preferred metal type, or anniversary date.

Available field types​

  • Text — short answers (e.g., "Gold")
  • Multiline Text — longer notes (e.g., "Prefers vintage designs")
  • Single Select — one option from a dropdown
  • Multi Select — multiple options from a list
  • Date — a date picker
  • Number — numeric values only

Create a custom field group​

Groups organize related fields together (e.g., "Customer Preferences").

  1. Go to Settings > Custom Fields.
  2. Click Add Group.
  3. Name the group and select Contact under Target Class.
  4. Click Save.

Add a custom field​

  1. Go to Settings > Custom Fields.

  2. Click Add Field.

  3. Fill in the details:

    • Field Name — use a clear, descriptive name (e.g., "Anniversary Date")
    • Object — select Contact
    • Group — select an existing group
    • Type — select a field type
    warning

    The field type cannot be changed after creation. To change it, you must delete the field and create a new one.

  4. Click Save.

The custom field now appears when editing any contact.

Troubleshooting​

Field not showing up? Refresh the page and check that you selected the correct group and object.