👥 Contacts
Custom Contact Fields
Extend contact profiles with fields specific to your business — industry, plan type, renewal date, or anything else.
Where to Find Custom Fields Settings
Go to Settings > Contact Settings. The Custom Fields section lets admins and managers create, edit, and reorder custom fields for all contacts in the organization.
Available Field Types
When creating a custom field, choose one of these types: Text, Number, Email, URL, Date, Time, Date and Time, Select (dropdown with defined options), or Boolean (toggle).
Creating a Custom Field
- Go to Settings > Contact Settings.
- Click Add Field (or the equivalent create button in the Custom Fields section).
- Enter a Field Name — this is what users see on contact profiles.
- Select a Field Type from the list above.
- For Select type, add the list of options.
- Optionally add a Description, Placeholder, and Default Value.
- Toggle Required on if the field must be filled for every contact before saving.
- Toggle Read-only on if the field should be visible but not editable by regular users.
- Save the field — it immediately appears on all contact profiles and the New Contact drawer.
💡Custom fields can be referenced in segment filters and used as variable mappings when sending campaigns.
Editing and Deleting Fields
Edit a custom field to change its name, description, options, or settings. Deleting a custom field permanently removes all stored values for that field from every contact.
⚠️Deleting a custom field removes its data from every contact in the organization. This cannot be undone.
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