The Contacts List vertical bar Settings area of the Contacts List page shown in the screenshot below, allows you to adjust settings that are present on the Contacts List page. Within the Contacts List Settings, there are 3 functions you can perform: Customize Columns, Customize Forms, Create Custom Fields.

Customize Columns

Customizing Columns allows you to choose the properties that are present in the system on the Contact Details (Quickview) page. Upon selecting this, you will see all available properties on the left side of the pop-up, while the right side of the pop-up will allow you to re-order the properties and how they show up on the Contact Details (Quickview) page.

To Customize Columns:

  1. Once you are under the pop-up from selecting this option under custom field settings, if you see a property you would like visible, simply check the box next to that property. You can also search for a property to select in the system using the search bar above the list of properties on the left side of the pop-up.

  2. To re-order the properties and how they show up on the Contact Details (Quickview) page, hover your mouse over the 3 horizontal lines, click and hold, then drag to the position you would like.

  3. Clicking on the 'X' in the upper right-hand corner of the pop-up will save the changes and your adjustments will automatically load and be present on the Contact Details (Quickview) page.

Customize Forms

This is used to adjust the property fields that are present when using the ‘Add’ button on the upper right-hand side of the screen to manually add a contact record. Upon selecting this option under custom field settings, you will see all available properties on the left side of the pop-up, while the right side of the pop-up will show the fields that are currently selected to appear on the form and will allow you to re-order the properties.

  • Once you are under the pop-up, if you see a property you would like visible, simply check the box next to that property. You can also search for a property to select in the system using the search bar above the list of properties on the left side of the pop-up.

  • Clicking on the 'X' in the upper right-hand corner of the pop-up will save the changes and your adjustments will automatically load the next time you manually add a contact record using the 'Add' button.

Create Custom Fields

This setting allows you to create 'Custom Property Fields' in the system for when there are distinguishing contact properties you would like to track that are not in the system by default. Upon selecting this option under custom field settings, a pop-up will appear with a form to create your custom field. Furthermore, you will have the option to have these custom fields present when using Filters to query a search, or when manually adding a contact record using the 'Add' button quick-add feature.

  • The first field to fill out on the form is the 'Label' field. This is the name you would like assigned to the field you are creating.

  • The second field on the form is 'Group'. This denotes what Property 'Group' the custom field you are creating will fall in. This has radio buttons to choose from with the following options: Contact Information, Status, System Information, LinkedIn Information, and Custom Fields. Depending on the attributes of the custom field you are creating, it may fall into a 'Group' other than Custom Fields. For example, you may have a custom field you'd like to create that has attributes that are related to 'Contact Information', in which case that would be the group selected.

  • The third field on the form is 'Field Type'. This determines the type of field that will be created using the following types: Text, Dropdown, Date Picker, Radio. Choose the type that best suits the custom field you are creating.

Text - By selecting this type, when using the custom field you will be able to freely 'type in' the property output. 

Dropdown - By selecting this type you will be able to add dropdown options to attribute the property outputs for the custom field you are creating. Type each option under the 'Option Name' field, clicking the '+' option to add more options to the list. It is important to note that with this type only one option can be chosen from the dropdown when using this custom field type.

Date Picker - By selecting this type you will see a date picker, or calendar, to attribute the property outputs for the custom field you are creating.

Radio - By selecting this type you will be able to add radio button options to attribute the property outputs for the custom field you are creating. Type each option under the 'Option Name' field, clicking the '+' to add more options to the list. It is important to note that with this type only one option can be selected when using this custom field type.
  • Once you have determined the custom field type, click the blue 'Save' button (as shown below) to create the custom field.

Below is a quick video demonstration on 'Creating a Custom Field.'

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