Add contact fields for information you use repeatedly

Choose a useful field

A vehicle number belongs in a field; a group such as Awaiting reply belongs in a tag. Check existing fields before adding another name for the same information.

Add and save

Open Contacts → Manage Fields. Enter the field name and click Add, check that it appears in the list, then click Save. Open a customer, enter their value in the new field and save the contact.

Manage changes carefully

Use clear names and avoid combining dates and amounts in one field. Hiding a field and deleting it are different. Before removing a custom field with existing values, confirm what must be preserved or exported.

Continue with the guide

• Add and organize contacts on your PC
• Set Smart tags and verify the matching contacts