How to Use Custom Fields to Store Specialized Information

How to Get Here:

1. Navigate to the detail page for the contact you are working on.
2. In the sub-tab menu, click on Custom Fields.

3. Click the + Add New Custom Field button.

Instructions:

1. On the "Add New Custom Field" page, the most important step is to select the correct Category from the extensive dropdown list. This defines what kind of information you are storing.
2. In the Description field, enter the actual value or data for that category. For example, if you chose the category "DBA Name," you would type the business's DBA name in the Description box.
3. If the custom data has a time limit (like an expiration date), you can use the Start Date and End Date fields.
4. Verify the toggles on the right. The Is Private toggle is especially important if you are storing sensitive information.
5. Click the green Save Custom Field Information button.

Expected Result: After saving, the new custom field will appear in the grid on the Custom Fields sub-tab, allowing you to quickly reference this specialized information in the future.

You can then use the navigation options at the top to return to the previous screens or add another custom field.