Managing Contact Attributes

Capture additional details on your contacts using Custom fields. Common examples of custom fields include billing IDs, project types and referral information.

To add contact attributes,

1
Click on Contact Attributes under the CRM section on the Settings page
2
Click on the (+)New button on the top right corner. This will open a Create Custom Field page
3
Select the field type from the Field Type drop-down
4
Set the Required toggle to ON if you want to make this field a mandatory one
5
Enter the name of the attribute in the Name text box
6
Set the Visible toggle to ON if you want this field to be displayed on the Contact Create form
7
Click on Save button and save the custom field.

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