Using Contact Custom Fields
Custom fields let you store information unique to your business. Track exactly what matters for your contacts.
Default Contact Fields
Every contact includes:
- Name (first, last)
- Phone
- Company
- Address
- Notes
- Tags
Creating Custom Fields
- Go to Settings → Contact Fields
- Click + Add Field
- Configure:
- Field name
- Field type
- Required or optional
- Default value
- Save
Field Types
Text: Single line of text.
- Example: "Preferred Name"
Text Area: Multi-line text.
- Example: "Special Requirements"
Number: Numeric values.
- Example: "Budget"
Date: Date picker.
- Example: "Contract Expiration"
Select (Dropdown): Choose from options.
- Example: "Lead Source"
Multi-Select: Multiple options.
- Example: "Interested Property Types"
Checkbox: Yes/No field.
- Example: "Pre-Approved"
Email/Phone: Validated format.
- Example: "Secondary Email"
Organizing Fields
Field Groups: Organize related fields:
- Personal Information
- Property Preferences
- Financial Details
- Marketing Preferences
Display Order: Drag fields to reorder on contact form.
Using Custom Fields
In Contact Profiles:
- Fill in when creating/editing
- View in profile sidebar
- Search by custom field values
In Filters:
- Filter contacts by custom fields
- Create smart groups
- Build reports
In Templates:
- Use in email templates
- Personalize messages
- Merge fields
Real Estate Examples
Buyer Fields:
- Budget Range
- Pre-Approval Status
- Preferred Neighborhoods
- Timeline to Purchase
- Number of Bedrooms
Seller Fields:
- Property Address
- Listing Price
- Motivation Level
- Timeline to Sell
- Property Type
Best Practices
- Start minimal: Add fields as needed
- Use dropdowns: For consistency
- Make required carefully: Don't block entry
- Review usage: Remove unused fields
- Document purpose: Help team understand each field
