What is a Global Custom Field?
In the Contacts Manager section we provide default fields and, in addition to them, we give you the possibility to set your own custom fields, in order to store information relevant for your business.
A global custom field is a contact custom field that is not associated to any list and is visible in all contact view irrespective of the list.
How to create a Global Custom Field
Click on Global Custom Fields:
Now you can see all the Global Custom Fields already defined or create new ones. Click on the + sign to add a new custom field:
Alias: name of the global custom field that will be displayed on the contact’s view
Type: type of the global custom field. You can use one of the following custom field types:
Text: a simple text input field
Select: a single choice list. To add the choices for the select, write the text and click enter.
Number: a number input field
Switch: toggle switch with values true/false
Datetime: Date and time picker
Required: set true if you want to set the global custom field as mandatory
Click Add Custom Field to confirm.
After the custom field is created, you can view, edit or delete it under list of global custom fields.
Now if you add or edit a contact in any list, you will be able to set the global custom field.
Deleting a global custom field will erase all the related data in the database
How to edit a Global Custom Field
Find the global custom field from the global custom field lists, click on Edit Custom Field:
Modify the fields and then click Save.
How to delete a Global Custom Field
To delete a global custom field, find the custom field from the list and click on Delete:
To delete multiple gobal custom fields, select multiple custom fields by marking the checkbox on the left side and then click on Delete button (ok to confirm):
Read this article on how to create list specific Custom Fields.
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