Custom contact fields: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
Line 5: | Line 5: | ||
|description=How do I add a new field to a contact card | |description=How do I add a new field to a contact card | ||
}} | }} | ||
There are two ways to create custom contact fields: | |||
In the '''Account management – Custom fields – Contact fields:''' | |||
https:// | https://s.pfx.so/pf/aZ/Zpxz6j.jpg | ||
By clicking the '''New field''' button: | |||
https:// | https://s.pfx.so/pf/U7/cbiIFj.jpg | ||
When you create a field, you can immediately select the [[set of custom fields|set]] in which it is to be created: | |||
==Please note:== | |||
If the field was created at an earlier point, it will be in the list of fields that can be found on the left-hand side of the form. You don't need to create the field again: you can create a field once and use it multiple times, in any contact template where it's relevant. | If the field was created at an earlier point, it will be in the list of fields that can be found on the left-hand side of the form. You don't need to create the field again: you can create a field once and use it multiple times, in any contact template where it's relevant. | ||
Revision as of 15:00, 15 January 2025
There are two ways to create custom contact fields: In the Account management – Custom fields – Contact fields:
By clicking the New field button:
When you create a field, you can immediately select the set in which it is to be created:
Please note:
If the field was created at an earlier point, it will be in the list of fields that can be found on the left-hand side of the form. You don't need to create the field again: you can create a field once and use it multiple times, in any contact template where it's relevant.