Custom Fields

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Creating Custom Fields allows you flexibility to add fields that are specific for your needs. The custom fields can be used for more advanced Contact searches and to save important information for the Contact.

Click My Contacts on the main menu. On the Search Contacts page, click Advanced Contact Tools. On the Advanced Contact Tools page, click the Custom Fields link.

The top Custom Fields table displays the current Admin Created Custom fields. The table displays the following for each custom field:

    Checkbox - Check the checkboxes for the fields you want to add to the Advanced Search options and Contact Details page, and click the Display in Contact Details Page button to save your selections. Uncheck the checkboxes for the fields you want to remove from the Advanced Search options and Contact Details page, and click the Display in Contact Details Page button to save your selections.

    Custom Field Name - displays the field name.

    Field Type - displays the field type.

    # of Characters - displays the maximum number of characters allowed to be entered in a textbox field.

    Action Links - Click the Edit link to edit the custom field. Click the Delete link to delete a custom field.

NOTE: When a custom field is deleted, it will be removed from the system entirely (including the Advanced Search for Contacts and the Contact Details pages).

To add a Custom Field, click the Add New Custom Field link.