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How to add custom fields to the contact card

Easily tailor your contact cards with custom fields to suit your organization's needs.

Charles Keignart avatar
Written by Charles Keignart
Updated this week

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?

  1. Navigate to Space Settings > Contacts/CRM > Contacts.

  2. 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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🤝 For additional assistance, reach out to our support team.

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