Create Custom Contact Fields

Create Custom Contact Fields

Custom fields add structured information to contact records. Choose the field type carefully because it controls how values can be entered and filtered.

Where to find it: Admin → Settings & Tools → Manage Fields

What to do

1. Confirm the information is not already covered by a standard field or tag.
2. Create a clear label and select the appropriate field type.
3. Test the field on one contact.
4. Add it to forms, imports, lists, or workflows only where it is needed.

Good to know

• Use a select field when consistent choices matter; use free text for genuinely open answers.
• Changing or deleting a field can affect forms, imports, lists, and existing values.