Articles on: Contacts (Clients & Prospects)

How to add custom fields to my contacts? (Expected delivery date, etc.)

If you wish to add additional fields to your contact forms, you need to use the custom fields.

Once created, you will be able to fill in this custom field when you create or edit a contact. These custom fields will also be displayed in the contact's file.

To learn more about custom fields, see the category Custom Fields.

It is possible to create a variable for each custom field, which allows you to insert it into your emails and contracts. See the article How to create my own variables?.

Updated on: 05/02/2024

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