Adding Custom Fields to Company and Contact Information

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Revision as of 14:28, 20 December 2013 by Arthur Lathrop (talk | contribs)

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It is important to note that you can extend the information you are gathering around companies and contacts by adding custom fields.

If you are not permissioned to add these types of fields you will need to speak to your system administrator. You can add fields to:

  • External companies – Companies.
  • Company categories – Types of companies where you need specific information.
  • Contacts – Individuals.
  • Contact Roles – Specific types of information that you may need for groups of contacts across companies.