Track more with Custom Fields on People records. Now you can capture extra details like wiring information, diversity status, marital status, and more. Custom Fields packages can be used for both Entity and People records.
Available plans: All customers with the Custom Fields add-on can access this feature. If you require additional Custom Fields, please contact your CSM to make a request.
How to access Custom Fields for People:
- Navigate to the People section and click the Person's profile
- Click on the Custom Fields tab
- Fill in the fields with the relevant values
Based on your team's setup, you will see a list of personalized Custom Fields that can be filled in. The available types include: Text Field, Date, Number, Checkbox, Picklist and Multipick.
If there are Picklist or Multipick dropdowns that allow you to select one or multiple options, you can add more values by clicking on the Manage button on the right side of each field. From there, click on + Add New, enter the new value and then click Save.
Video Instructions:
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