Contacts Custom Fields

Extend contact profiles with data specific to your organization.

Overview

Custom Fields allow you to track information beyond the standard contact details (Name, Email, etc.). These fields appear on every contact record and can be used as additional columns in the directory table.

Managing Custom Fields

To configure custom fields:

1. Navigate to Contacts.
2. Click the Custom Fields tab in the top navigation bar.

The page displays a single content block titled "Define Custom Fields" with a description explaining how custom fields work. Use the field builder interface to add, configure, and arrange your fields.

caution

When navigating away from this page with unsaved changes, a browser confirmation dialog will appear asking: "You have unsaved changes. Are you sure you want to leave?"

Saving Changes

A sticky save button appears at the bottom of the page. Click it to save your custom field configuration.

Available Field Types

The custom fields system supports 11 field types:

Field Type	Description
Text	Short single-line text input.
Textarea	Multi-line text input for longer content.
Numeric	Numeric values (integers or decimals).
DatePicker	Single date picker.
DateRange	Date range picker (start and end date).
Dropdown	Single-select dropdown list.
Checkbox	Multi-select option list.
Radio	Single-select radio button group.
Switch	On/Off toggle.
Reference	Link to an internal system entity (e.g., a user).
Uploader	File upload field.