Custom Fields

ContactDrive is built to manage your contacts and we’ve thoughtfully added a number of common fields to store most of your contacts’ data. But we can’t cover everything, so that’s why we added custom fields.

Custom fields allow you to store data about your contacts in a structured way that you can easily import, search and leverage for filters and segmentation.

Here’s how to put them to use:

Defining Custom Fields

To create new custom fields, login to your account and then go to Account Settings by clicking on your email address in the top right. (Note: You must be an Admin on your account to create or manage user roles.)

Once you’re in Account Settings, click on the Custom Fields tab. You’ll see a list of your current fields including their type and description.

To create your first custom user role, click on the blue “Add Custom Field” button.

You’ll see a window appear where you can now setup the field. Add a name, short description, and then select the appropriate field type for this field. The field type options are Text, Number, List, and True/False.

If you select the type “List”, you’ll see more fields to add available options. Note that when importing data into a list field, the imported data must match one of the options or the data will not be added.

After setting up your field, click the green “Save” button at the bottom of the window.

Now your field is available when you import, add, edit, or filter contacts just as with any of our built-in fields.

Hope that helps walk you through how to setup and use custom fields, but if you have any questions at all, please don’t hesitate to let us know.