1. Partner Academy
  2. Portal Settings
  3. Contact Fields

Using Custom Contact Fields

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  • You can provide values for your custom Contact Fields when creating Contacts in your portal. For more information about Contacts, see Contacts.

    portal_contact_create.png

  • You can include custom Contact Fields in any Contact Form you create in your portal. For more information about Contact Forms, see Contact Forms for Contact Lists.

    portal_contact_form_add_contact_fields.png

  • When viewing a contact, values for your custom Contact Fields display in the contact's Contact Profile. You may have to click Edit Details to display the information.

    portal_contact_form_custom_contact_fields.png

    Note: Values for your supplier's custom data fields appear in the Additional Data section of the contact information.

    portal_custom_contact_field_additional_profile_fields.png

    Information captured in general fields is listed under Contact Profile.

  • Custom Contact Fields (yours or your supplier's) are included in exports of contact/lead lists, as well as the general fields.
  • Custom Contact Fields can’t be used as a replacement for general fields. For example, a custom field z123_additionalemail will not be used for emails if the general field Email Address is not provided.
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