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.

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

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

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

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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

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