To add custom contact fields go to your list of Contacts in Connect and click 'Admin contact settings'.

The 'Contact Setting' page will open.

  • Give your field a name (label) e.g. Customer Type, Supplier Number, Reference ID. Anything that is specific to your records can be added.
  • Select the type of field you want to create. Choose from Text, Number or Date.
  • Click 'Add new field' to create.
  • The new field will now appear in your people records.

You can repeat these steps to create as many custom fields as you require.

In this example I have created one of each field type:

  • Customer Type - Text field
  • Customer ID - Numeric field
  • Customer Start - Date field

Now the new custom fields will appear in the 'Add More Information' section of people records.

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