Add Contact Field

To add a new Contact Field click on the plus sign at the top right of the screen

Select Add Field

Enter a name for the field

Select the relevant field type

Click Submit

• Related Articles

• Add a Contact

  This feature is best used when you only have a few contacts to add to the database. If you have more than a few, than we recommend utilising the Upload Contacts feature. To add a new contact to the database, simply click the plus symbol at the top ...

• Delete a Contact Field

  Locate the Contact Field you would like to remove Click the dropdown next to the relevant field Select Delete Confirm you are happy to delete the contact field *Please note that deleting a Contact Field will permanently remove any data associated ...

• Edit an Existing Contact Field

  To edit a field that has already been set up, simply locate the Contact Field you’d like to modify Click the “Edit” button to the right side of the field From here you can: Update and existing name Adjust the field type Set or edit a default value ...

• Add A New User to your Account

  You can invite users to access the account and perform certain functions. Each user can have one or more roles that define the functionality that the new user is able to perform within the account.  It's important to have defined your roles prior to ...

• Contact Fields Overview

  Contact Fields are the data set that you specify for the account’s database. Each account comes with the a handful of default fields, however you can create as many custom Contact Fields as you would like, to ensure that the data within your database ...