Creating Custom Contact Data Fields in Settings

We've gone to great effort to make sure our system works around your workflow and not the other way around. One of the most powerful tools we have is our custom fields system.

Remember that fields are connected to data points within your contact list. If ConveYour doesn't offer you a type of data you need, you can make one!

With the Fields System, you can...

  • Create custom contact fields with different types like number, text, true/false, date, etc.

  • Choose where the field is visible either on the sheet, contact profile, or both.

  • Choose what type of user can edit a field and view your custom field

  • Create a dropdown list of restricted values for easy data entry

Learn about setting up custom contact data field in Settings Here >>