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 with that field from your database. Before deleting any fields, we recommend exporting the field data for your records.

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• 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

• 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 ...

• 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 ...

• View Contact Fields

  To see the Contact Fields that are already set up in your account, simply click on the Contact Fields heading at the top of the screen

• 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 ...