The Custom Contact fields help you create mini to-do checklists for yourself or your team members, for any additional information you'd like to add about the lead, while avoiding to oversaturate scheduler form and getting them overwhelmed on the entry.
Custom Contact fields are for internal use only, and can be used in 
Global Data, within all sections. This means that every Contact Custom field created will be available for you to add it as a column in Global Data.
Contact Custom fields are available with Business and Enterprise subscription plans along with the 
Tracking menu, where you can create and save contact custom fields. This additional menu helps you with full overview of all created contact custom fields, ensures you're not adding duplicates.
Tracking - Contact custom fields overview
The Contact custom fields are accessible via 
Tracking → Custom Fields → Contact Custom Fields, where you will be able to see following information:
Contact custom field name
Field format type (see the full list of field types in the section below)
Date when the field has been created
Use count refers to number of times the field has been used
Edit field option for updating all information inside the field, except the field type
Option to hide or unhide the field from Global Data
Alternatively, you can create custom fields from the 
Global Data → Contacts page, on the far right of the view, by clicking on the "Add column" button, but we highly recommend doing it from the 
Tracking menu, where you will be able to see full list of created contact fields, which will help you to avoid creating duplicates.
Important Notes
Tracking → Custom fields is accessible to Super Admin and Sales Manager roles by default.
Also, kindly note that there's no "delete custom field" option, since it's important to keep all of your historical data intact. You can remove fields by simply hiding them or unhiding back in case you decide to use them again.
Available field formats
Available field formats
Short text
Perfect for short internal comments or maybe a position in the company that lead is in
Long text
Excellent for internal feedback from Sales Manger to team members, on how to improve, which tactics to apply on the upcoming call, and vice versa, etc...
Checkbox
Very convenient for internal to do lists or lists of takeaways host cross-checked about the lead. Contact Custom field checkbox come with additional options, to select the color of the options.
Radio button
Allows the user to choose only one of a predefined set of mutually exclusive options.
Contact Custom field radio buttons come with additional options, to select the color of the options.
Date and time
Good for collecting personal data about leads/customers, such as birthdays and anniversaries.
Number
Excellent options for placing data in Number format, e.g. how much lead spends on similar products, etc...
User
Perfect for assigning and reassigning users (hosts) for Appointment Setter to know who would be the best Closer for the specific lead. Multiple selection is allowed.
How to create a Contact custom field?
Navigate to
Tracking → Contact Custom Fields and click on the "New Contact Custom Field" button
New window will open from which you can select Field format type
Once you select it, add Field name
if field types are Checkbox or Radio buttons type, you will be able to add Name and color of the options, that will be available for you in the
Global Data (you can add up to 10 options)
How to edit a Contact custom field?
Go to
Tracking → Contact Custom Fields and locate the field you'd like to edit
click on the "Pencil" button on the far right of your screen
New window will open from which you can edit
Field name
Field options name (if radio button or checkbox field types selected)
Once you're done with editing, simply click on the "Edit field" button
How to include already created custom contact field in Global Data?
Navigate to the section inside
Global Data → any section
Click on the "Columns" button on the top right of the section
Locate Custom contact fields and click to expand available columns
Select desired Contact field and locate the added Contact custom field on the
Global Data section you're currently on
Start adding data by clicking on the cell in the row for the specific lead
(adding options will differ depending on the Contact custom field format)
How to filter our Custom Contact field in Global Data?
Additionally, you can filter out data per Contact custom field, from any section inside of any of the sections in Global Data:
Navigate to the section inside
Global Data
(in the example below, we've selected Calls section)
Click on "Add Filter" button
Select Custom contact fields and choose the field you'd like to filter out
(choose between filtering conditions)
Click on the "Apply Filter" button and see data on your screen
Note that filter turned on will remain on all sections and can be either:
Removed or
Saved, as Smart View (learn more here)
Learn More