Why use custom fields?
Personalization: Add fields to the contact form for tailored data collection.
Multi-platform visibility: Fields can appear on both mobile and web platforms once added.
Integration: Use custom fields in online forms and for filtering your contact database.
Custom fields are available on Premium and Organization plans.
Contact our sales team to learn more.
How to add custom fields?
Navigate to Space Settings > Contacts/CRM > Contacts.
Select a category and add your custom fields.
Field Types Available:
Short Answer
Single Response
Checkbox
Numeric
Date
💡 Tip: Choose the field type carefully—it can't be changed after saving. Need to make changes? Simply delete and recreate the field.
Mobile view
You can make fields mandatory when adding a contact from your mobile app (e.g., during a survey or canvassing). Additionally, you can choose to activate fields for the mobile app view, as custom fields are hidden by default.
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