You can customize the information on your Contact or Company records with the use of Custom Fields.

Custom Fields allow you to personalize your Kizen account to your business's needs. Custom Fields can be used to capture information, trigger specific marketing campaigns, and personalize your communication. 

There are 12 types of custom fields that you can add to your contact and company records. Every custom field can be categorized so you can organize your data as you see fit. Categories show up as separate selections under an individual record. You can also click the side arrows to scroll through each category. 

Jackie's Flower Shop has a flower delivery subscription offered as a service. They've organized all information for the delivery service under one Category, labeled "Flower Delivery Service." See below.

In this article, we're going to cover how to set up your own custom fields, including:

  • The 12 Types of Custom Fields

  • Creating Contact Custom Fields

  • Creating Company Custom Fields

12 Types of Custom Fields

There are 12 types of custom fields that you can add to your contact and company records. 

1. Text

Store one line of information; max 255 characters.

2. File

Associate files with individual records.

3. Radio Buttons

Showcase a single selection from a list.

4. Checkboxes

Make multiple selections from a list.

5. Dropdown

Showcase a single selection from a list.

6. Date

Store a specific date.

7. Long Text

Store information in paragraph form.

8. Whole Number

Capture a whole number.

9. Decimal Number

Capture a decimal number.

10. Price

Capture a price. 

11. Email

Store an email address. 

12. Checkbox

Showcase a single selection. 

Creating Contact Custom Fields

Step 1: From your dashboard, click Account from the main toolbar.

Step 2: Click Settings from the drop-down menu.

Step 3: Click Contact Custom Fields.

Custom fields are organized by category, so we want to set up the categories first. Each category is displayed as a tab on your contact record with its respective custom fields located within that tab.

Step 4: To set up your categories, click Edit Categories.

Step 5: Click Add Category to add a new category. 

Name your categories by clicking into the line item. Drag-and-drop to reorder.

Step 6: Once you’ve set up your categories, click Save.

Step 7: Click Add Field to begin adding the individual fields you'd like included in your contact records.

Step 8: Name your custom field and select the appropriate Category and Type from the drop-down menus.

If you choose "Radio Buttons," "Checkboxes," or "Dropdown" as your Field Type, type your options under Options, then click Save Option after each one.

Step 9: Once complete, click Save to save your field.

Repeat Steps 7-9 until all needed fields are added. 

Once fields are added, you can drag-and-drop to re-order your custom fields. You can also visit Custom Fields to edit or delete fields. 

Creating Company Custom Fields

The process for creating company custom fields is very similar to creating contact custom fields. To access the Company Custom Field settings: 

Step 1: From your dashboard, click Account from the main toolbar.

Step 2: Click Settings from the drop-down menu.

Step 3: Click Company Custom Fields.

From here, you can follow the same steps as above (starting at Step 4) to create your Company Custom Field categories. 

Now that your custom fields are created, you're ready to upload a batch of contacts or companies.

Note: Coming soon, a "Quick Add" feature in the Contacts/Companies dashboard will allow for in-line editing of all of the contact fields, straight from the dashboard.

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