Custom fields allow you to hold extra information against a person for things we don't have built-in. If you have custom fields setup, they appear when you add/edit/view a person.

Custom fields can have pre-defined options. Just choose pre-defined option when adding a custom field. You can then add all the options separately.

How do I add a custom field?

  1. Go to Contacts > People > Custom fields.
  2. Click Add custom field.
  3. Enter a Title.
  4. Choose a Value type.
  5. Click Add.

If you've selected Pre-defined options as the Value type you'll also need to add each option. You can do that by:

  1. Next to the custom field you've just added, click Options.
  2. Click Add.
  3. Enter a Title.
  4. Click Add.
  5. Repeat for all the options you want to offer.

How do I edit a custom field?

  1. Go to Contacts > People > Custom fields.
  2. Next to the custom field, click Edit.
  3. Change the details for the custom field.
  4. Click Update.

If the custom field has Pre-defined options you can edit them:

  1. Go to Contacts > People > Custom fields.
  2. Next to the custom field, click Options.
  3. Next to the option, click Edit.
  4. Change the details of the option.
  5. Click Update.

How do I delete a custom field?

  1. Go to Contacts > People > Custom fields.
  2. Next to the custom field, click Delete.
  3. Click Delete.

If you delete a custom field, any data with this custom field will be removed.

If the custom field has Pre-defined options you can delete them:

  1. Go to Contacts > People > Custom fields.
  2. Next to the custom field, click Options.
  3. Next to the option, click Delete.
  4. Click Delete.
Did this answer your question?