How to Add Custom Contact Fields
This guide explains how to create and manage custom fields in LeadCenter.ai.
Custom fields allow you to store additional information about contacts or accounts that isn’t covered by the system’s standard fields.
1. What Are Custom Fields
Custom fields are flexible data fields that you design yourself to track specific client or account details.
You can add them to:
- Contacts – for personal or client-specific information.
- Accounts – for financial or investment-related details.
Examples include:
- Contact fields like Height, Hobbies, or Health Notes.
- Account fields like Tax Bracket or Investment Goal.
2. Accessing the Custom Field Designer
To create custom fields:
- Click your name in the upper-right corner.
- Select Settings.
- Click on Contact Management.
Under Contact Management, you’ll find two types of custom fields:
- Contact Custom Fields
- Account Custom Fields
In this example, we’ll create contact custom fields.
3. Designing the Custom Field Layout
The Custom Field Designer lets you create not just fields, but an organized layout.
You can structure the layout using groups, rows, and columns, which helps keep information clear and easy to navigate.
For example:
- Create a Group titled Health and Sport Information.
- Add one row with two columns to display two fields side-by-side.
- Add another row with one column for a single full-width field.
This structure provides space for three custom fields in total.
4. Adding Custom Fields
To add or edit a field:
- Click the Edit icon on the desired location.
- Choose a field type (for example, Single Line Text Input, Checkboxes, or Dropdown List).
Example Setup
- Field 1:
- Type: Single Line Text
- Label: Height
- Placeholder: Enter customer height
- Validation: Alphabet and Numbers Only
- Field 2:
- Type: Single Line Text
- Label: Weight
- Placeholder: Enter customer weight
- Field 3:
- Type: Set of Checkboxes
- Label: Hobbies
- Options: Golf, Hiking, Swimming, Diving
Click Done to save each field, and finally click Save Changes to apply your configuration.
5. Filling Out Custom Fields for a Contact
After creating the fields:
- Go to the Pipeline and open any Contact Details page.
- From the left-hand menu, select Custom Fields.
- Click Edit to view the fields you created.
- Enter values such as:
- Height: 6.2
- Weight: 160
- Hobbies: Hiking, Swimming
Click Save to store the information.
6. Creating Account Custom Fields
To add custom fields for financial accounts:
- Go to Settings → Contact Management → Account Custom Fields.
- Use the same field designer to create fields like Account Type, Risk Level, or Performance Rating.
- Save the layout once complete.
7. Summary
| Step | Action | Description |
|---|---|---|
| 1 | Open Settings → Contact Management | Access the custom field designer |
| 2 | Create groups and rows | Organize the layout for better readability |
| 3 | Add custom fields | Choose field types and define labels |
| 4 | Save and apply changes | Store your layout |
| 5 | Edit contact or account details | Fill in values in the custom fields section |
8. Best Practices
- Group related fields into sections for clarity.
- Use validation rules to maintain consistent data entry.
- Apply simple, descriptive names for all fields and groups.
- Regularly review and clean up unused fields to keep data organized.
By following these steps, you can effectively design and manage custom fields in LeadCenter.ai, allowing your team to track detailed client or account data tailored to your business needs.
Thank you for watching.
