How do I Create Custom Attributes in Contacts App?

Updated on September 12, 2017 10:42PM by Admin

Customize App settings provide common features for customizing contacts app. These are like business attributes that supports you to customize your business with the custom fields. They can be quickly and easily added for customization.

Contacts App allows you to add any custom fields that aren't provided on the creation page by default. You can load your creation page with new sections and fill them up with your own text fields, radio buttons, drop downs, etc. 

The following steps will help you  understand better.

Steps to Create Custom Attributes

  1. Log in and access Contacts App from your universal navigation menu bar.
    image result for contacts
  2. Click on "More"   icon and select "Settingslocated at the app header bar.
  3. Click on "Customize App" drop down from the left navigation panel and selecting Master Layout to customize our layout.
    Master layout
  4. If you are standard plan user, then you need to upgrade your account to use this feature. It would be notified as below:
    Pop up 
  5. You can view custom attributes dashboard with following fields under "Palette" tab:
    1. Sections: Click on “One Column” or “Two Column” section to create custom sections.
    2. Attributes: Drag and drop attributes in sections.
      • Text - Text field for entering text values.
      • Date - Date field for choosing date.
      • Number - Number field for entering number.
      • Currency - Currency field for entering currency values.
      • Radio - Radio fields for opting the values.
      • Toggle - Toggle field for choosing multiple values.
      • Drop down - Drop down field for choosing a specific value from a list.
      • Link - Link field for entering URL’s.
      • Textarea - Text area field is to add any kind of text formats and alignments that helps user to store a descriptive data.
      • Address - Address has a set of default fields such as Address type, Address Line 1, Address Line 2, City, State, Zipcode, Country.
      • File - File field is used for attaching documents or notes.
      • Spacer - Sapcer field is to add space between two fields if required
      • Link - Link field for entering URL’s.
  6. Drag and drop necessary attributes in the sections.
  7. In Master Layout there are another two tabs "Inspector" and "Revision".
  8. Inspector tab allows to give the details of the selected specific field , Revision tab allows to view the past changes made in the master layout and also we can restore that revision
For Instance:
Here, creating the fields as"Supplier"  into Contact details. Inspector allows you to change the Attribute name.
custom Attributes

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