Custom Fields

Account owners can set up custom fields to track any data that you like in its own field.

There are four types of custom fields:

  • Date
  • Text
  • Number
  • Dropdown

To set up or view your custom fields, log in as the account owner and go to Admin > Custom Fields.

Two custom fields we recommend everyone tracks is Closing Date and Commission.

Custom fields appear on the left side of the contact record under Background.

You can display custom fields on the People screen by clicking the "Columns" button and ticking custom fields to display:

You can also filter and sort by custom fields on the People screen:

Please note that for sorting to work correctly, the custom field needs to have the correct field type. For example, a Birthday field needs to be set up with Date type; whereas, fields like Commission or Number of Page Views need to be a number.