Custom Field FAQs and Troubleshooting
The Custom Field tag association system is only designed to associate a Custom Field with 1 tag group and NOT multiple tags. Please click here to view a...
Fri, 27 Nov, 2020 at 3:36 AM
If you have data contained in a Custom Field that relates to a specific tag group – if that contact is un-tagged with the associated tag then the custom fi...
Fri, 27 Nov, 2020 at 3:36 AM
The list of ‘tags’ under the Global Custom Fields is derived from the ‘global Tags’ so if you remove a tag which is used as an associated tag in custom fiel...
Fri, 27 Nov, 2020 at 3:37 AM
This is because when you set up the custom field inside Global Settings you have not left a blank line at the bottom of the drop down. To resolve this plea...
Fri, 27 Nov, 2020 at 3:38 AM
This is because you need to have 1 or more options (each separated by a comma) inside the Custom Fields Settings - as shown in the screen shot below: ...
Fri, 27 Nov, 2020 at 3:38 AM
A checklist can be one or more check boxes. If you have not defined a checkbox with a name this is why when you export your data the checklist is not b...
Fri, 27 Nov, 2020 at 3:39 AM
You can add data into a Custom Field on your Mobile phone. 1. Log into your CRM account via your mobile screen: 2.Click into contacts and then...
Fri, 27 Nov, 2020 at 3:39 AM
You cannot create readonly Custom Field in the way in which you are trying so that you can type in some text to remain read-only. It does not work in this...
Fri, 27 Nov, 2020 at 3:40 AM
Please check that the drop down options have been correctly set up inside Global Settings - as shown below: When setting information to go in the Drop...
Fri, 27 Nov, 2020 at 3:40 AM
If both duplicate contacts have the same Custom Fields – with data contained in one record which is different from the data contained in the record you are ...
Fri, 27 Nov, 2020 at 3:41 AM