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Custom Fields are additional details you would like to add to sort or provide more information concerning your customers. A custom field could be anything - their websites, gender, industry, age, email address etc. It is yours to tailor and there are no boundaries.


To add a custom field:

    1.    From the sidebar, click on "Customers".

    2.    Choose "Custom Fields" from the revealed dropdown.

    3.    Click the "ADD CUSTOM FIELD" button.

    4.    Enter the title of your field and click "OK" to save.


To edit a custom field:

    1.    From the sidebar, click on "Customers".

    2.    Choose "Custom Fields" from the revealed dropdown.

    3.    Click on the "EDIT" button of your desired field.

    4.    Make your change and click "OK".


To delete a field:

    1.    From the sidebar, click on "Customers".

    2.    Choose "Custom Fields" from the revealed dropdown.

    3.    Click on the "REMOVE" button of your desired field.

    4.    Confirm your action by clicking "Yes, delete it".