AllClients Knowledge BaseUsing AllClients CustomizationAdd Custom Fields to contact records

Add Custom Fields to contact records

Add Custom Fields to the contact records to track information that you use in your business. You may add up to 20 Custom Fields.

Custom Fields can be merged into letters and emails.

Go to Settings, then click Custom Fields.

Go to Settings, then click Custom Fields.

Label the fields you want customized in your system.

Label the fields you want customized in your system.

Click to Save your changes.

Click to Save your changes.

Go to a Contact Card and add information for your new Custom Fields.

Go to a Contact Card and add information for your new Custom Fields.

Information saved will be added to the front of the contact record.

Information saved will be added to the front of the contact record.

Fields without a label will not be available to the Contact Record. Add a label to see data or add information.