Customize Contact Info Fields

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Renee Churchill

• 20 February 2015 18:02

I am new to act and was wondering if there was a way to customize the contact information fields? For example I would like to add a field for High School as I am a photographer specializing in high school seniors.

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  Lindsey Weinig

  • 20 February 2015 19:22

  Hi Renee,

  Yes you can customize the custom fields by following the directions in this article. https://actcloud1.zendesk.com/hc/en-us/articles/201534849-How-do-I-customize-fields- I hope this helps!

  Kind Regards,
  The Act! Cloud Team

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  Renee Churchill

  • 21 February 2015 01:30

  Can I change the fields that are already in the contact and can I add additional fields beyond the ones in the template?

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  Act! Team

  • 23 February 2015 14:56

  Hi Renee,

  Currently Act! Cloud only allows you to customize the 5 available fields. As this is great feedback for Act! Cloud please click the blue icon from the bottom right of the screen and add feedback or ideas you believe would be beneficial to Act! Cloud.

  Kind Regards,
  Brittany Roberts

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  Renee Churchill

  • 25 February 2015 15:16

  Ok, one more question. Is there a way to connect contacts? For example: I have a high school senior and want to put in the parent as a separate contact and connect them. Can I do that? If so, how? This would be helpful because this same parent has other children that would one day become high school seniors and if I can put in the information as I collect it that would be helpful in years to come. I hope that makes sense!

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  Act! Team

  • 25 February 2015 15:44

  Hi Renee,

  The only way you would be able to connect contacts is to create groups for them. I would not necessarily recommend creating a group for each family that has multiple children as you could end up with quite a few groups.

  Kind Regards,
  Brittany Roberts

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  Renee Churchill

  • 25 February 2015 15:52

  Thank you so much for the help. I guess I will add a parent group and make notes in there files. Are notes searchable? Say I added a note for each additional child and their grad year and high school, can I search the parent group for specific info?

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  Act! Team

  • 25 February 2015 15:57

  Hi Renee,

  If you search from the search bar only the fields available in Act! Cloud are searchable. If you were to make one of the 5 customizable fields Grades, Grad year or School you can search for that piece of data but not for something added in the notes.

  Kind Regards,
  Brittany Roberts

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