How to Add Custom Fields to a Contact Record

Custom fields in BIGContacts allow you to track and manage contact information beyond standard fields like name, email, and phone number. Adding custom fields allows you to tailor your CRM to match your business needs, ensuring contacts are categorized, searchable, and well-organized.

Why Custom Fields Matter

• Organizes Contacts Based on Business Needs – Categorize contacts by industry, lead source, customer type, or other relevant criteria to streamline filtering and segmentation.
• Captures the Right Information – Store details specific to your business, such as contract expiration dates, preferred communication methods, or account statuses.
• Improves Search & Reporting – Quickly locate contacts based on custom field values, making running targeted campaigns or tracking customer history easier.

Use Case: When Should You Add Custom Fields?

A sales team needs to track which products each contact is interested in. By adding a custom field called "Product Interest" with predefined options, they can categorize leads effectively and run targeted follow-ups based on customer preferences.

4 Simple Steps to Add Custom Fields to Contacts

1. Click Admin from the left-hand menu.

2. Select Customize Account under Manage My Account.

3. In the Custom Fields section, choose the type of field you want to create:

• Picklists/Drop-down Menus – Predefined selectable options.
• Custom Text Fields – Open text entry for unique data points.
• Tags – Quick labels for segmentation.

4. Click Add Custom Field, enter a name, select the field type, and click Save Custom Field.

Once created, these fields will appear when adding or editing a contact record, allowing you to enter specific details for each contact.

How to Search for Contacts Using Custom Fields

1. In the search bar, enter the custom field value you want to find.

2. Select the Custom Fields filter and press Enter to display the relevant contacts.

Custom fields give you greater control over your contact database, making storing, searching, and managing information that aligns with your business needs easier.