Contact fields allow you to store information about contacts. While there are a few locked fields that are already in your account, you can also create custom contact fields as a way to save additional details. For example: if you find yourself wanting to save your clients' birthdays, or pet names—create a custom contact field.
We'll cover how to create, edit, and use custom contact fields below.
Access the contact fields editor
From your Company Settings
From any page, click your profile photo to the top right of your screen > Company Settings
Select Preferences
By Contact fields, click Edit
From your Contacts page
From the top navigation bar, select Clients > Contacts
Click the Show/Hide Columns icon > Manage columns
Add a contact field
In the pop-up that appears, select + Add custom field
Enter the field name and select the field type (e.g. text, date, multi-select)
Click Add
Click Save
The new custom contact field will appear for all of your contacts. Whenever you add a new contact or edit an existing one, you will be able to capture the field's information for that specific person under More details.
Edit or delete a custom contact field
In the pop-up that appears, locate the custom contact field you'd like to edit or delete > click the three-dot icon by it
Select either Edit or Delete
If editing, enter your changes, then click Save > Save
If deleting, click Delete > Delete to confirm
📣 Note
Locked fields cannot be edited or deleted.
Reorder custom contact fields
In the pop-up that appears, hover over the custom contact field you'd like to reorder > click the 6 dot icon > drag and drop
Click Save to save the new order
📣 Note
Locked fields cannot rearranged.
The new order will apply to your contact fields list, as well as the columns shown on your Contacts page.
Suggestion custom contact fields
Once you create a custom contact field, the field will appear whenever you add a new contact or edit an existing one, under More details. The field will also appear in the client workspace, under the Details tab.
With your new contact fields in place, you can now also use these fields in:
Smart files
Lead forms
Emails
Custom fields cannot be used in contact forms.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!