Better Manage Your Contacts with Custom Fields

Keeping track of all the important details about your customers can sometimes feel overwhelming. Custom fields in your contact management system let you tailor the information you store so it fits your unique business needs. This helps you stay organized and provides a better experience when communicating with your customers.

📌 Why This Matters

Each business is different, and so is the kind of information that matters most to you. By adding custom fields, you can keep track of specific details like birthdays, preferences, or special notes—information that standard contact forms don’t usually cover. This way, you can easily find exactly what you need without scrolling through endless notes or emails.

✨ What’s New

• Easy-to-Add Custom Fields: You can now add custom text fields, phone numbers, dates, dropdowns, or checkboxes to your customer profiles to capture the data that matters most.
• Organized Contact Information: These fields are neatly organized right in the contact’s profile so you have everything in one place.

🛠️ How to Use It

1. Step 1: Open your contact management system and select a contact you want to update.
2. Step 2: Find the option to add a custom field, choose the type that best fits the information you’ll collect, and enter the details.
3. Step 3: Save the changes. Now, this information will be easy to find whenever you access that contact’s profile.

💡 Pro Tip

Use custom fields to keep track of customer preferences or important dates so you can personalize your communication and create stronger relationships that lead to repeat business.