Managing customer information effectively is key to running a smooth business. Custom contact fields allow you to store specific details that matter most to your business, making it easier to understand and serve your customers better.

📌 Why This Matters

Every business has unique customer details that don’t always fit the standard fields in a CRM. Custom contact fields let you capture that extra information — like customer preferences, purchase history, or special dates — all in one place. This helps you keep your contacts organized and tailor your communication in ways that build stronger relationships.

✨ What’s New

• Create Custom Fields: Easily add personalized fields to your contacts, such as dropdown menus, checkboxes, or text entry, to keep track of the details that matter to you.
• Edit or Remove Fields: Update or delete field information as your needs change, keeping your contact data fresh and relevant.
• Flexible Field Types: Choose from different field formats like dates, numbers, or multiple choices to suit your business style.

🛠️ How to Use It

1. Step 1: Identify which extra details you want to track about your customers, such as preferences or membership levels.
2. Step 2: Add custom fields in your contact manager using the appropriate field type that makes sense for that information.
3. Step 3: When adding or updating contacts, fill in these fields so you always have a complete picture of your customer.
4. Step 4: Use these details to personalize your messages, offers, or services, making your customers feel valued and understood.

💡 Pro Tip

Using custom contact fields helps you quickly access important customer details, allowing for more personalized service that can keep customers coming back.