Contacts
Use tags and custom fields
Label your contacts, and keep extra details such as a boiler make or a renewal date.
1 min read
Tags are quick labels, like landlord or hot. Custom fields are for details with a value, like a boiler make or a renewal date.
Tags
Add tags on a contact's page, or to many people at once from the contact list. Tags are lower case, with dashes for spaces.
To tidy them up, open Tags. Open the menu beside any tag to Rename it, Merge into another tag or Delete it, and every contact follows.
Tags can start automations, so "add the tag quote-sent, then follow up in three days" is a simple way to work.
Custom fields
- Open Custom fields.
- Choose Add field.
- Give it a Name, and pick the Kind of answer: text, number, date, a choice from a list, or a tick box.
- Choose Add field.
Fields show on every contact page. Forms and imports can fill them in, automations can check or update them, and you can filter contacts by them.
Contact pages list fields in the order shown here. Use the arrows to move them.
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