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Custom Contact Fields

Creating Custom Contact Fields

  1. Go to Settings on the left hand side Navigation bar
  2. From within Settings go to the "Custom Contact Field" Tab 

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  1. Click on "Add A Custom Field" 
  2. Fill out the information required 

    custom_contact_fields_add.png
  3.  

    1- Type the name of the Custom Field
    2- Enter the type of the Data of the Custom Field (Date, Dollar Amount...)
    3- Click on "Add Field"

  4. Go to the Client's Profile and add the Custom Fields of your choice.

 

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