A contact’s information is saved in three groups:
This includes all the default contact fields that can be filled in manually through contact forms, during import, or automatically using our CRM Web library.
Here’s the list of default fields:
This includes custom fields that capture additional information about the contact such as Date of birth, Alternate address, Years of work experience etc. The custom fields can be filled in manually through the contact forms or during import.
To customize contact fields,
Login to your account as an administrator.
Go to Settings > Contacts module
Click the Edit Field icon beside a field under Basic Information, Additional Information or Application data.
In the Edit Field Type overlay,
You can edit the Field Label, and add a Tooltip and Placeholder text. The Internal Name and Field type for default fields cannot be edited. However, they can be edited for custom fields. You can also move the field to a group of your choice by selecting from the Group or sub-group dropdown.
You may edit and delete the existing choices, or add new ones by clicking the Add choice button.
When you delete the existing choices, the value for those records would become blank.
Once you are done, click Save.
Learn more about creating custom fields for contacts.