How to Use Custom Fields


Custom fields can be used to store additional information such as a customer's alternate email, or alternate contact person. After they are created, custom fields can be found under the Custom tab in each record.

You can create the following types of fields:

Text Enter a small amount of text.
Date Select a date from a date picker.
List Choose from a drop-down list of options.
Numeric Enter numerical values only.
Hyperlink Enter a valid URL.