
Custom contact fields
Overview
Front allows you to add more details to your contacts, such as job title or NPS score. Custom fields must be created manually, and can be updated via our API or through third-party contact integrations. You can also use the rule engine to scan for your custom contact fields to automate actions. Once custom fields are created, they will be available for use as custom variables in message templates and signatures.
You must be a Company Admin to create new custom contact fields.
Instructions
Step 1
Click the gear icon on the top right of Front and into the Company settings tab, and select Custom Fields from the left sidebar menu.
Step 2
In the Contacts tab, click Add contact custom field.
Step 3
Enter a Name and Description for your custom field, then select a data Type. See this article to learn more about custom field data types.
Step 4
Click Create.
How it works
View custom fields in Contact Manager
Any custom contact fields you've created will show as columns in your Contact Manager.
Add custom field to a new contact
When creating a new contact, click Show more to display your custom contact fields.
Add custom field to an existing contact
When editing a contact, click Add at the top of the About section to pull up a list of the custom fields you've created.
-
We want to recommend you to a client but they want to use you as a very basic CRM to keep everything in the same place (deal tracking is via Trello) but they need to be able to group contacts as Advisers / Suppliers / Providers and have a few different custom fields where they can drop down a list on a contact and select an option. Is that possible?
-
Stephen Martin You can create Contact Groups for Advisors, Suppliers, and Providers. From there, you can create a custom field for zip code (for example). I don't understand your question. When you say "select an option" what do you mean? To do what with?
And, thank you for the kind words. It is not our own. We use Forumbee 🙂