Tags & Custom Fields

Tags

Tags are colored labels you can attach to contacts for quick filtering and organization.

Creating tags

1. Go to Settings > Tags
2. Enter a tag name
3. Pick a color
4. Click Add

Tagging contacts

1. Open a contact’s detail view
2. Click the Tags section
3. Select tags from the dropdown
4. Changes save automatically

Filtering by tag

On the Contacts page, use the tag filter to show only contacts with a specific tag. You can also export contacts filtered by tag.

Examples of useful tags

• VIP — high-value clients
• Lead — not yet a customer
• Partner — business partners
• Inactive — haven’t engaged recently

Custom Fields

Custom fields let you add extra data to contacts beyond the default fields.

Creating custom fields

1. Go to Settings > Custom Fields
2. Click Add Field
3. Configure:
   • Name — the label shown on forms (e.g., “Industry”)
   • Type — text, number, date, select, or checkbox
   • Required — whether the field must be filled in
   • For select type: add the dropdown options
4. Click Save

Supported field types

Type	Use case	Example
Text	Free-form input	Industry, Source
Number	Numeric values	Employee count
Date	Date picker	Contract renewal date
Select	Dropdown choices	Priority (Low/Medium/High)
Checkbox	Yes/no toggle	Newsletter subscribed

Custom fields appear on both the contact form (when creating/editing) and the contact detail view.