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Custom Fields Set-up to Capture Information
What are Custom Fields
What are Custom Fields and how to set them up?
How to Set Up Custom Fields
How to Add Custom Fields
Top Tips for Setting up Custom Fields...Dos and Do Nots!
How to set up a Custom Field as a Dropdown option?
How to set up a Custom Field as a Checklist option?
How to set up a Custom Field as a Date?
See all 11 articles
Custom Field Action Buttons
Free Custom Field Action Buttons to Add to your CRM Account
Book Appointment Button to Link to Calendar Booking
How does the SPAM button work and what happens if I accidentally mark a contact as SPAM?
View Last Date Custom Fields Edited inside a Contact
How do I know when custom fields inside a contact were last updated?
Custom Field FAQs and Troubleshooting
Setting up custom fields to be associated with more than 1 tag group - guidance on this
What happens to data contained in Custom Fields which is associated to a tag group if I remove that tag from a contact?
Custom Fields tag association has reverted back to all contacts rather than a selected tag, why?
Custom Field Dropdown is defaulting to top selection when I update another field, why?
Why is a Checklist setup inside Custom Fields automatically selected when I click update? This option should be left blank!
See all 14 articles