Customize Contact Info Fields
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.
-
Official comment
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 TeamComment actions -
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 -
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!
-
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
Please sign in to leave a comment.
Comments
7 comments