Using Custom Fields

View a walk-through of Custom Fields in the emfluence ClickLearn section here. 

In addition to the standard contact data fields, each standard Platform account can create up to 25 custom fields. Enterprise accounts can create up to 250 custom fields. These fields can be used to store specific information about your contacts, such as:

• Text, alpha-numeric content, i.e. Last product purchased, Account Representative Name or Email address, Area of Interest/Study, Favorite location, etc. Maximum length for a text field is 1000.
• Numeric, a number-only value, up to 14 characters, i.e. Quantity purchased, Order number, etc.
• Money, a numeric field but with a fixed 2 decimal places. Currency symbols cannot be stored in this field type (you can use text type for that if you'd prefer).
• Date, in the format M/D/YYYY, MM/DD/YYYY OR YYYY/MM/DD, i.e. customer anniversary, semester start date, etc. Dates will be displayed as M/D/YYYY.
• True/False, or boolean, in the format True/False or 1/0, i.e. if a contact is a Current client, Paid Member, etc.

You can see your Custom Fields when you view a contact record:

Learn how to Manage Your Custom Fields in the Options tab >>