Add your own contact fields and companies
Keep extra details on each contact with your own fields, and group contacts by the company they work for.
Business owners, administrators and team members who manage contacts ยท 3 min read
Steps
- Open Enquiries, then People, and choose Custom fields. Owners and administrators choose Add a field, give it a name and pick the kind of answer: short text, long text, number, date, pick one, pick any, or yes or no.
- Open a contact from the list or the Pipeline. Under Company and custom fields, choose Edit, fill in the fields and choose Save. The values are stored encrypted.
- Use a field in an automation email by typing its merge field, such as {{custom.preferred_session_time}}. Copy it from the Custom fields tab. Contacts without a value get an empty space.
- Filter on a field from More filters on All contacts. Your fields are also in the CSV export, and you can match columns to them when you import contacts in Settings, then Import data.
- Choose Companies, then New company, and add its name, website, phone and address. Link a contact from its panel, or tick several contacts and choose Link to a company. Open a company to see its contacts.
Check it worked
The field shows on the contact with the value you saved, and the company page lists the contacts you linked.
Common questions
I cannot add a field
Only owners and administrators add, rename or remove fields. Everyone who manages contacts can fill them in.
My merge field shows as typed in the email
Check the spelling against the Custom fields tab. The key stays the same when a field is renamed.
Open Custom fields (sign-in required)