Every team is different. Custom fields let you store additional information specific to your business - like license numbers, tax IDs, or any other details you need.
Creating a Custom Field
- Go to People → Contacts and click Manage Fields
- Click + Add Custom Field
- Enter a label (e.g., "Driver's License Number") and select the field type
- Click Add Field
Field Types Available
- Text – General text input
- Email – Email addresses
- Phone – Phone numbers
- Number – Numeric values
- Date – Date picker
Editing or Deleting Custom Fields
- Open Manage Fields from the Contacts page
- Click the pencil icon to rename a field, or the trash icon to delete it
- Drag fields to reorder them
Note: You can only delete custom fields that aren't being used by any contacts.
Using Custom Fields
Once created, custom fields appear when adding or editing any contact. They're also available when linking contacts to document placeholders.