Contact Management - User Defined Fields

You can configure the Contact window by adding your own tabs and fields. You can have as many tabs and fields as you like and you can specify your own tab and field names.

Using this feature you can change the Contact window to store information relevant to your own business operation. For example, you could add a Tab called 'Company' with fields called 'Type of business' and 'Annual Budget'

All the usual field formats are supported. e.g. date & time, multi-line text, checkboxes, numeric, drop down boxes.


EXAMPLE - Contact window customised to show 'Company' tab and associated fields

Contact customised with 'user defined fields'


EXAMPLE - Contact List window showing 'user defined' fields configured as columns

Contact List customised with 'user defined fields'