Account owners can set up custom fields to track additional data.

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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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.

Custom Fields Location

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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Sorting & Filtering by Custom Field

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

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More Info Here: Filters & Smart Lists

Merge Fields in Email & Text Templates

You can use any of your custom fields as merge fields in email and text templates.

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Using Custom Merge Fields

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