The Global Custom Fields section

Click on Global Custom Fields:

Now you can see all the Global Custom Fields already defined or create new ones:

Create a global custom field

To create a global custom field click on  New Custom Fields button and fill the details:

• Alias: name of the global custom field that will be displayed on the contact’s view

• Type: type of the global custom field. You can use one of the following custom field types:

  • Text: a simple text input field

  • Select: a single choice list. To add the choices for the select, write the text and click enter.

  • Number: a number input field

  • Switch: toggle switch with values true/false

  • Datetime: Date and time picker

• Required: set true if you want to set the global custom field as mandatory

Click Add Custom Field to confirm.

After the custom field is created, you can view, edit or delete it under list of global custom fields.

Edit a global custom field

Find the global custom field from the global custom field lists, click on Edit Custom Field:

Modify the fields and then click Save.

Delete global custom fields

To delete a global custom field, find the custom field from the list and click on Delete:

To delete multiple gobal custom fields, select multiple custom fields by marking the checkbox on the left side and then click on Delete button (ok to confirm).

Export list of global custom fields

To export list of global custom fields, select the custom fields to export by marking the checkbox on the left side and click on Export button.