How to Use Custom Fields

Custom Fields in Stack allow you to personalize and manage specific pieces of information related to your contacts within the CRM. Once you add a Custom Field, it becomes part of every contact’s detail page. This feature is handy for tracking business-specific data and can be referenced in various areas, such as emails, text messages, and notes.

Creating a Custom Field

To create a Custom Field, follow these steps:

1. Navigate to Settings and select Custom Fields.
2. You will see a list of standard fields included with your account and any Custom Fields you have already added.
3. Click the Add Field button located at the top right of the screen.
4. Choose the type of field you’d like to create.
5. Fill in the necessary information:
   • Name: The name of the Custom Field.
   • Group: The category or group it belongs to.
   • Option Name and Option Value: If you’re creating a field with multiple options, specify these details.
6. Once you’ve entered all the required information, click Save.

By setting up Custom Fields, you can tailor your CRM to better suit your business needs, making it easier to manage and utilize contact information effectively.