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Custom card fields

If you need to record certain information about your contacts, but can’t find a suitable card field for it, you may want to set up a custom field.

For example, you could set up a field to record your customers’ birthdays or a field to record the dates of your employees’ most recent performance review.

You can set up three custom fields for each card type and label them according to your needs. You can then enter any information you like in those fields.

If you need to, you can customise a report to show Custom Field information, or customise the cards list to include custom fields.