Managing custom contact fields

Accessing the custom contact fields

The custom contact fields attached to your account depend on what fields you create and which third-party applications are integrated with your DailyStory account. Note: Only users with Administrator…

Richale Cabauatan
Updated 2 months ago by Richale Cabauatan

Creating and editing custom contact fields

On the Custom Contact Fields box, select Add field. The page displays the Add custom field box. Enter the required information to create a new custom contact field. Note: On the Custom Contact Fields…

Richale Cabauatan
Updated 2 months ago by Richale Cabauatan

Sample custom field configuration

In the following sample configuration, a new custom contact field called Response Frequency is being created. The data type assigned to the new custom contact field is Text and the Pick list feature…

Richale Cabauatan
Updated 2 months ago by Richale Cabauatan

Enabling a custom field in search

When you're searching for contacts, you can use custom contact fields as filters to narrow down your search. The following is an example for when custom contact fields from MINDBODY ONLINE integratio…

Richale Cabauatan
Updated 2 months ago by Richale Cabauatan

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