Support

What are Custom Fields 1

• What are Custom Fields and how to set them up?

How to Set Up Custom Fields 11

• How to Add Custom Fields
• Top Tips for Setting up Custom Fields...Dos and Do Nots!
• How to set up a Custom Field as a Dropdown option?
• How to set up a Custom Field as a Checklist option?
• How to set up a Custom Field as a Date?

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Custom Field Action Buttons 3

• Free Custom Field Action Buttons to Add to your CRM Account
• Book Appointment Button to Link to Calendar Booking
• How does the SPAM button work and what happens if I accidentally mark a contact as SPAM?

View Last Date Custom Fields Edited inside a Contact 1

• How do I know when custom fields inside a contact were last updated?

Custom Field FAQs and Troubleshooting 14

• Setting up custom fields to be associated with more than 1 tag group - guidance on this
• What happens to data contained in Custom Fields which is associated to a tag group if I remove that tag from a contact?
• Custom Fields tag association has reverted back to all contacts rather than a selected tag, why?
• Custom Field Dropdown is defaulting to top selection when I update another field, why?
• Why is a Checklist setup inside Custom Fields automatically selected when I click update? This option should be left blank!

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