You can create unlimited custom fields in your app to capture essentially any information you want.

How to Create, Edit and Delete Custom Fields

Create Custom Fields

Step 1: Navigate to Settings -> Custom Fields

Step 2: Click Add Field button

• You can also create folders to keep your fields more organized by clicking the Add Folder button.

Step 3: Choose the type of field.

A preview of what the filed looks like will populate upon selection.

• Single Line – One-line Textbox Field
• Multi Line – Multi-line Textbox Field
• Text Box List - List of short-answer, open-text fields
• Number – Number Field
• Phone – Phone Number Field
• Monetary – Monetary Field
• Checkbox – Multi-option Checkbox Field (multiple options can be chosen)
• Single Options – Dropdown Option Field (only one option can be chosen)
• Multiple Option – Dropdown Option Field (multiple options can be chosen)
• Radio – Radio (circular) Button Option Field (only one option can be chosen)
• Date – Date Field
• File Upload – Allows Files to be Uploaded (or required) with submission – Files allowed include PDF, DOC/DOCX, JPG/JPEG, PNG, GIF
• Signature – Signature Field

Note: Once you create the custom field, you cannot edit the field type.

Step 4: Enter the name of the field.

• This is what you will see in the contact record and also on the forms/surveys if "Show Label" is enabled.

Step 5: Enter a placeholder. *Optional

• This is what you will see inside the box.

Step 6: Enter field information. 

Use Custom Fields

Watch the video tutorial to see how you use custom fields.

Edit & Delete Custom Fields

Step 1: Navigate to Settings -> Custom Fields

Step 2: Click on the empty box next to the desired custom field to select it

Step 3: Click on the Bulk Actions dropdown at the top and select edit or delete