Custom fields in GlassHive provide enhanced visibility and flexibility, allowing you to tailor data to fit your specific business and project needs. By creating custom fields, you can track the information that matters most, ensuring better organization, improved reporting, and more personalized interactions. This feature helps streamline workflows and keeps your team aligned with the most relevant insights for your sales and marketing efforts.
*NOTE* Custom field tables, sorting, and filtering are available on all contact and company tables, giving you full control over the data you want to view.
*NOTE* To create Custom Fields, you need Admin-level permissions in your account.
To start select "Account" in the bottom left of your screen then select "Account Settings"
Next select "Customizations" then "Custom Contact Field".
Click on "Add Custom Contact Info" in the top right. Next click on the type of custom field you want to create.
After choosing what "type" you want. Create a "Name" & "Description" for this type. Then follow up with hitting Save.
Once the field has been created you can add it under the contact by navigating to the contact profile. Once the profile has been located click on the "Edit" field at the top right.
Inside of the editor scroll down the page, toward the bottom you will see your custom field options.
