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Using Custom Contact Fields

Custom contact fields give you and your team the flexibility to capture the exact information you need about your contacts — in a way that works best for your process.

While the built-in default fields cover the basics (like name, phone, or email), sometimes you’ll want to track extra details. That’s where Custom Contact Fields shine.

Not only can these fields store information, but they can also be used as merge fields in emails and text messages. That means you can personalize your outreach even more, making your messages accurate and relevant to each contact.

Types of Custom Fields

When creating a new field, you can choose from three data types:

  • Text – Add any word, phrase, or short sentence

  • Number – Store numbers only

  • Date – Save month, day, and year


In this article, you’ll learn how to:

⚠️ Important: Custom fields are shared across your whole team. Check in with your team’s decision maker before creating new ones. Some fields may also be created at the Enterprise level — those cannot be edited at the team or user level.

Add a Custom Contact Field

  1. Go to Team Management → Custom Contact Fields.

  2. Click + Add Custom Field.

  3. Fill in the details:

    • Field Name – What you want the field to be called

    • Field Type – Text, Number, or Date

    • Merge Field Name – Auto-generated from the Field Name (you can edit this, but usually no need)

  4. Click Create Custom Field.

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Your new custom field will now appear on the page and will be available on all contacts.

Pro tip: You may need to refresh your browser for the new field to appear in contact records.

Edit a Custom Contact Field

  1. In Team Management → Custom Contact Fields, find the field you want to edit (must be Field Source = Team).

  2. Click Edit.

  3. Update the name or details as needed.

  4. Save your changes.

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Fields are displayed in numerical order first, then alphabetical. If you’d like a specific order, try adding numbers at the beginning of your field names.

Delete a Custom Contact Field

⚠️ Be careful! Deleting a field permanently removes all the data stored in it for every contact.

  1. In Team Management → Custom Contact Fields, click Delete (Team fields only).

  2. Type or paste the confirmation text.

  3. Confirm the deletion.

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Add or Update Custom Fields on a Contact

Every custom field you create will appear in each contact’s record. To add or update:

  1. Open a contact.

  2. Find the Custom Fields section.

  3. Enter or edit the data.

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Use Custom Merge Fields

Each custom field automatically creates a merge field for emails and texts.

When creating a message:

  1. Click the Merge Field icon.

  2. Search for your custom field.

  3. Insert it into your message for personalized communication.

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Meet your new AI Email Editor! 

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That’s it! Now you know how to add, edit, and use Custom Contact Fields to keep your contact data flexible and your communications personalized.

Need more help? Check out: Using Custom Transaction Fields