Custom Fields

Use Custom Fields founds by going to Settings > Custom to track your contacts in a way that is specific to your organization.

Maybe you want to classify each contact as one of a Church, Business, Civic, Volunteer, Donor, or any other setup you have.  Or maybe you want to track former interactions with them, their favorite color, how they became involved with your organization, or anything really... they are custom and built just for you!

To set these up, head to Settings > Custom and scroll down the page to your Custom Field Groups.  You can click the green button to set them up.



Looking at the above screen shot, we totally recommend setting up your custom field values as Select or Multi-Select, because then you can filter on those answers and then create groups, send mail merges to those people, and so much more!

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