Custom fields and contact layouts

Custom fields let you store the details that matter to your business on each contact or opportunity, and the contact details page can be arranged around how your team works.

Admins can customize the contact detail page with views. You can create up to 5 views per account, name each one for a role such as front desk or sales, and assign users to it. Each user can be in only one view, and anyone not assigned sees the default view. Within a view you can:

• Choose what shows in the contact card, such as phone, email, address, owner, followers and tags, and turn off the delete button.
• Rearrange, rename and hide folders and fields in the left panel.
• Move modules into the center panel, pick tabs or dropdown display, and use a dynamic tab for one high-priority module like opportunities.
• Pick a three-panel or two-panel layout.

Custom fields also feed the rest of HLB. Number and monetary fields on contacts and opportunities, such as treatment cost or estimated project value, can be used as metrics in dashboard widgets, custom reports and custom metrics, using sum, minimum, maximum or average. In emails, you can insert field values and set a fallback for each one, such as there when a first name is missing, and preview an email as a specific contact to check how their data appears. In workflows, the update contact field action sets a field to a fixed or dynamic value, and clear field data empties a custom field.

When you create a custom field, choose the right object, because a contact field cannot later become an opportunity field.