Create custom contact fields

Create custom contact fields from Settings > Custom Fields to capture exactly the information you find valuable, for more precise targeting.

Create a custom field

Set up the field from Settings > Custom Fields by choosing a type, filling in the details, and saving.

1. Navigate to Settings > Custom Fields.

2. Click Add Field.

3. Select the type of field you need.

4. Fill in the field details (name, group, placeholder, etc.).

5. Click Save.

New field types and their controls

These field types capture richer data and give you more control over what can be entered:

• URL: capture web addresses in a structured format. Choose to allow all domains, allow only specific domains, or block specific domains.

• Date and time: choose date & time, date-only, or time-only, and restrict selectable dates to future dates only, past dates only, or a specific date range.

• Users: select one or multiple users on the record. Users assigned through the field receive follower-level access.

• Radio button fields: include images or icons alongside individual options when a single choice is easier to recognize visually than through text alone.

• Checkbox fields: make options more visual by adding an image to individual options.

• Rich text: capture formatted information with bold, italics, headings, and lists.

Map custom fields during an import

When importing contacts, columns that hold non-standard data can be mapped to a new custom field.

Related topic: manage and organize your custom fields from the Contact Record.