Adding Custom Fields to Company and Contact Information

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.

Creating Global Custom Fields for Companies and Contacts

Note: The terminology used in this example may differ from copy to copy of SmartSimple. See Organization Terminology for further information.