Custom Field

Custom Fields capture unique data, like preferences or attributes, tailored to your business needs.

Why Use Custom Fields?

  • Personalize communication.

  • Adapt to specific needs.

  • Gain better insights.

  • Organize records efficiently.

How to Create Custom Fields

  1. Go to Contacts > (⋮) > tap Custom Fields

  2. Click Add Field and name it.

  3. Choose a field type (e.g., text, dropdown).

  4. Mark as mandatory (optional) and click Save. 

System Fields can’t be edited, but Custom Fields can be hidden or modified as needed.

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