Custom Field FAQs and Troubleshooting

Setting up custom fields to be associated with more than 1 tag group - guidance on this
The Custom Field tag association system is only designed to associate a Custom Field with 1 tag group and NOT multiple tags. Please click here to view a...
Fri, 18 Jan, 2019 at 1:32 AM
What happens to data contained in Custom Fields which is associated to a tag group if I remove that tag from a contact?
If you have data contained in a Custom Field that relates to a specific tag group – if that contact is un-tagged with the associated tag then the custom fi...
Fri, 18 Jan, 2019 at 1:36 AM
Custom Fields tag association has reverted back to all contacts rather than a selected tag, why?
The list of ‘tags’ under the Global Custom Fields is derived from the ‘global Tags’ so if you remove a tag which is used as an associated tag in custom fiel...
Fri, 21 Dec, 2018 at 2:22 AM
Custom Field Dropdown is defaulting to top selection when I update another field, why?
This is because when you set up the custom field inside Global Settings you have not left a blank line at the bottom of the drop down.  To resolve this plea...
Fri, 18 Jan, 2019 at 1:37 AM
Why is a Checklist setup inside Custom Fields automatically selected when I click update? This option should be left blank!
This is because you need to have 1 or more options (each separated by a comma) inside the Custom Fields Settings - as shown in the screen shot below:  ...
Fri, 18 Jan, 2019 at 1:40 AM
The exported file containing a check-list custom field is blank, why?
A checklist can be one or more check boxes.  If you have not defined a checkbox with a name this is why when you export your data the checklist is not b...
Fri, 12 May, 2017 at 5:02 AM
Custom Fields displayed on mobile and tablets
You can add data into a Custom Field on your Mobile phone.  1. Log into your CRM account via your mobile screen: 2.Click into contacts and then ...
Fri, 12 May, 2017 at 5:04 AM
I have selected a Readonly custom field but this has not displayed a readonly text field inside the contacts, why?
You cannot create readonly Custom Field in the way in which you are trying so that you can type in some text to remain read-only.  It does not work in thi...
Fri, 12 May, 2017 at 5:05 AM
The Drop down options in Custom Fields inside a contacts record are not saving why?
Please check that the drop down options have been correctly set up inside Global Settings - as shown below: When setting information to go in the Drop ...
Fri, 12 May, 2017 at 5:06 AM
Custom Fields - what happens when duplicate contacts are merged together?
If both duplicate contacts have the same Custom Fields – with data contained in one record which is different from the data contained in the record you are ...
Fri, 18 Jan, 2019 at 1:42 AM