How to record more information about a Contact
Capture further information about Contacts such as their company or job title by adding fields to the contact form.
- Go to your Profile Icon (bottom left) > Settings
- Click Contacts
- This page has the settings for Contacts, click + Add Field
- In the Name field, enter a label for the field eg. Company
- Select the Type of field eg. Text (one line)
- Click Save
- Click the Contacts icon in the left menu
- Click the Ellipsis (3 dots) on a Contact, and click Edit
- You'll see the new field on the Contact, enter the new information into the new field eg. Deer Park Hotel
- Click Save