Firm360 allows Admin users to create custom fields for contact data. Contact Custom Fields are currently not searchable via the Contacts > Search Criteria Dropdown.
1. Navigate to the black ribbon > Customizations tab
2. Select "Contact Custom Fields"
3. Click on +Add.
NOTE: Fields may be reordered by Admin here.
4. Enter data for custom field (explanation of "Field type" below).
5. Click "Save"
Field Types allowed for Custom Fields include:
- Text Field - Enter a single line of data
- Text area - Enter multiple lines of data
- Select field - Provide options for a single selection
- Multiple options field - Provide options for single or multiple selection
- Date - Enter a valid date
- User Dropdown - Select from any active user on platform
Once created by Admin, Contact Custom Field data can be entered and edited by any user in system with access to contact record.