Custom contact fields: Difference between revisions

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When you create a field, you can immediately select the [[Sets of custom fields|set]] in which it is to be created:
When you create a field, you can immediately select the [[Sets of custom fields|set]] in which it is to be created:


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After the field has been created, it is displayed in the [[Contact templates|contact templates]] as follows:
https://s.pfx.so/pf/yG/aQvfOA.jpg





Revision as of 15:04, 15 January 2025

There are two ways to create custom contact fields: In the Account management – Custom fields – Contact fields:

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By clicking the New field button:

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When you create a field, you can immediately select the set in which it is to be created:

lUEqfi.jpg

After the field has been created, it is displayed in the contact templates as follows:

aQvfOA.jpg


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.


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