How to Create a New Custom Field
Navigate to the Customization Workspace, and go to the Custom Fields tab.
Click the Add button at the top right of the list of custom fields.
Select the type of custom field from the menu. The type of field determines what you can enter as the field’s value when you put it on a Household or Contact.
- Text – allows you to enter anything you want as the field’s value.
- Number – restricts the value to only numbers.
- Currency – like the number field but presented as currency.
- Convertible Currency – as currency but converts to a specified type of currency.
- Date – allows the user to enter a date.
- Relationship – set the value to another Household or Contact to indicate a relationship between the two.
Give your new custom field a name and description. The description should explain what the field is used for.
Assign the custom field to a group. Custom fields of the same group will be grouped together.
- Important Dates – If this group is selected, the field will be listed in the Important Dates card instead of the custom field card.
- Profile – a common grouping for custom fields.
- Professional Relationships – creates a relationship in the Hierarchy tab.
- Personal Relationships – creates a relationship in the Hierarchy tab.
- Referrals – creates a relationship in the Hierarchy tab.
Set the other options for the field:
- Unique – check this option if you want each Household or Contact to only be able to have a single instance of this field.
- Allow Quick Picks Only – some field types allow you to set up quick picks to quickly select common options from a list rather than having to type them in. Check this option if you want to restrict the field to ONLY allow options on the Quick Pick list.
- Show in Rule Conditions – This is used for admin functions unavailable to most Users and should be left alone.
Set Quick Pick list options if available. Some field types allow you to set up quick picks to quickly select common options from a list rather than having to type them in. Use the Quick Picks tab to create those options.
Choose the Contact Types the custom field will be available on. By default, all types are selected.
Click OK when finished.
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