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General3 min read

Add custom data and fields to your contact list

Go to "Lists" -- "Lists" from the sidebar menu -- Select your desired list Click on the blue linked custom fields' number Add the desired fields and design your data columns Option...

  1. Go to "Lists" --> "Lists" from the sidebar menu --> Select your desired list

  2. Click on the blue linked custom fields' number

  3. Add the desired fields and design your data columns

Options

  • Label - The display name for the field (e.g.,"Last name")

  • Tag - A unique identifier for the field in the system (e.g.,"LNAME")

  • Required - Specifies if the field must be filled out (Options: Yes/No)

  • Visibility - Controls whether the field is shown or hidden (Options: Visible/Hidden)

  • Sort order - Determines the position of the field relative to others

  • Help text - Additional information or instructions for filling out the field

  • Default value - Pre-filled content for the field

  • Description - Detailed explanation of the field's purpose or use

  • Minimum length - The smallest number of characters allowed (e.g., 1)

  • Maximum length - The largest number of characters allowed (e.g., 255)

  • Content rule - Specifies any validation rules for the field's content

  • Content regex - Allows for custom regular expression validation

Field types

  • Add text field - Creates a single-line text input

  • Add dropdown field - Adds a selection menu with predefined options

  • Add geocountry field - Inserts a country selection field

  • Add geostate field - Adds a state/province selection field

  • Add geocity field - Includes a city selection field

  • Add checkbox field - Creates a single checkbox option

  • Add consent checkbox - Adds a checkbox specifically for obtaining user consent

  • Add years range field - Inserts a field for selecting a range of years

  • Add phone number field - Creates an input for phone numbers

  • Add email field - Adds an input specifically for email addresses

  • Add url field - Inserts a field for website URLs

  • Add rating field - Creates a rating input (e.g., star rating)

  • Add multiselect field - Adds a field allowing multiple selections from a list

  • Add date field - Inserts a date picker

  • Add datetime field - Adds a combined date and time picker

  • Add textarea field - Creates a multi-line text input area

  • Add country field - Inserts a country selection dropdown

  • Add state field - Adds a state/province selection dropdown

  • Add checkboxlist field - Creates a list of multiple checkbox options

  • Add radiolist field - Adds a list of mutually exclusive radio button options

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