Creating Custom Contact Fields
- Go to Settings on the left hand side Navigation bar
- From within Settings go to the "Custom Contact Field" Tab
- Click on "Add A Custom Field"
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"
- Go to the Client's Profile and add the Custom Fields of your choice.