Add Custom Fields to a Contact Record
Add custom text fields and picklists in order to properly categorize and track the various types of contacts in your BigContacts account.
To get started, select " Admin" from the left Menu
Next, select " Customize Account" under the "Manage My Account" module. You will then select "Custom Fields" to start adding your own personalized custom fields.
There are 4 options available for Custom Fields:
- Contact Type
- Picklists/Drop-down Menus
- Custom Field
Once you've finished adding Custom Fields to your BIGContacts account, you can add these fields to a Contact Record when either adding a New Contact or editing an existing Contact.
How to perform a quick search by using the custom fields.
Follow the below steps to perform a quick search for the custom fields added to the contacts.
Navigate to the search bar and then enter the custom field value, choose the 'custom fields' filter, and press enter.