Custom Fields
Add your own data fields to contacts without code or schema changes.
Custom fields let each agency capture data unique to its operation — without a developer or a migration.
Defining a field #
Create a custom field with a label and type. It immediately becomes available on every contact's profile. Values are stored per-contact, so different agencies can track entirely different things.
Using them #
Custom field values appear on the contact profile alongside the built-in fields. They're a good fit for things like internal IDs, referral sources, contract notes, or any attribute your workflow needs that isn't already a first-class field.
Related #
For categorization and segmentation, also consider Tags, which are filterable in messaging campaigns.