Custom Fields

How to Use Custom Fields

Overview

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.

A screenshot of the Custom tab in a customer.

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.