Contact Defined fields are user defined fields that you can create for additional information when reviewing contact information.
Creating a Contact Defined Field
- Enter a name for the Contact Defined Field and select the type of list you want to use (Dropdown or Radio list)
- Click .
- To add a new option, enter the name/title into the lookup value.
- Click .
Updating a Lookup Value
- To edit an existing lookup value, click the paper/pencil icon to the left of the name so it populates the lookup field.
- Update the lookup field, then click .
Deleting a Lookup Value
- Check the box to the right of a lookup value.
- Using the Actions drop-down menu, click
