Contacts
Custom fields on contacts
Add your own fields to every contact, require them, group them on the contact page, and filter the contact list by them.
View as MarkdownCustom fields let you keep extra data on every contact: an industry, a contract value, a website, a preferred colour. You define the fields once under Contacts → Fields, and every contact gets them.
Custom fields are internal. They are not part of the public storefront API and they do not appear on quotes, invoices or other PDFs. The mobile app shows them read-only.
Define a field
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Open Contacts → Fields.
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Click New field (or the edit button on an existing row).
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Fill in the dialog:
Field Description Label The name people see on the contact page and in forms. Key Used by the API and imports: lowercase letters, digits and underscores, starting with a letter. It cannot be changed once the field is saved. Kind What the field stores. It cannot be changed once the field is saved. Required Every contact must have a value. See Required fields. Group Fields with the same group are shown together in one card. Leave empty to show the field under Details. Options Only for the Select kind. One option per line. -
Click Save.
The list shows each field with its kind, a required badge where it applies, and how many contacts have a value. Use the move up and move down buttons (or drag the handle) to reorder fields; the order is used on the contact page and in the forms. You can define up to 40 fields.
Kinds
| Kind | Stores |
|---|---|
| Text | One line of text. |
| Long text | Several lines of text. |
| Number | A number. |
| Money | An amount, such as 12.50. |
| Yes/no | On or off. |
| Date | A calendar date. |
| Date and time | A date with a time. |
| Select | One option from the list you enter under Options. |
| An email address. | |
| Phone | A phone number. |
| Link | A web address, with optional Link text (optional). |
| Tags | A list of tags. |
| Color | A colour such as #1A2B3C. |
Delete a field
Click the delete button on the field's row. The confirmation, Delete this field?, tells you how many contacts have a value for it. Deleting a field removes its values from every contact too, and this cannot be undone.
Fill in values
On a contact's page, custom fields appear in cards, one per group (fields without a group are under Details). Click Edit on a card to change its values, then Save. A card with no values shows "Nothing filled in yet." and a Manage fields link.
When you create a contact, the form offers every custom field.
Required fields
- When you create a contact, every required field must be filled in.
- A required value cannot be cleared on an existing contact.
- A yes/no field you did not touch counts as No, so a required yes/no field is always satisfied.
Filter the contact list
On the Contacts list, click Filter by field, choose a Field, enter a Value and click Apply filter. Active filters show as buttons in the list toolbar, next to Filter by field; click one to drop it, or click Reset to clear every filter. Applying or removing a filter takes you back to the first page. Text-like kinds (Text, Long text, Email, Phone, Link) match contacts whose value contains what you typed. Select, Number, Money, Yes/no, Date, Date and time and Color match exactly, and Tags matches contacts that have that tag.
Privacy
A GDPR data export of a contact includes its custom fields, and anonymizing a contact clears them. See Managing contacts.