Custom fields

Custom fields

Custom fields in contact record

You can create custom fields for contacts which are searchable. This allows you to create fields for, and record information that is particular to your business. Some examples of how this field may be used are payroll numbers, licence numbers, student numbers that stay with the student between training organisations and date of initial contact. These fields can be made mandatory. You can add as many additional fields as you need to, that apply to contacts. These fields will appear on the bottom of the ‘general’ tab in each contacts record.

This image shows three custom fields, ‘Student ID’, ‘Payroll number’ and ‘Date of contact’.