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 


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


    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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