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eContact - Update your Bookmark CMD and eContact to CRM Data Migration How do we import new contacts from Excel into eContact? How do I add custom fields? Can every user modify LookUp Tables? How to relocate eContact data to a local database? How can we add Countries if not available at the list? eContact user permissions How do I give access to a new user?

How do I add custom fields? Follow

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Sean Crago
  • Updated

Custom fields can be added to your Contact records in the Custom Fields tab.

To make it happen, a user with "Super User" privileges can go to the Administration menu and either select "Custom Fields" to create a free-form text box or "Custom Fields with a LU" to create a new custom field populated from a new and newly editable LookUp Table.

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