How to Add and Update Custom Fields in Contacts

Learn how to define new custom fields in your CRM to store specific contact information. This guide also covers how to edit existing contact profiles to populate these new fields with relevant data.

Olivia de Mik
6 steps
3 minutes

Marketmuscles

**Navigate to [https://app.marketmuscles.com/](https://app.marketmuscles.com/)**

## **Navigate to Custom Fields** Click the **Contacts** tab in the left-hand navigation menu.\ Click **Custom Fields**. Here, you will see all custom fields that have already been created in your system. Examples may include: - Allergies - Date of First Contact - Emergency Contact These fields will appear inside each contact’s profile.

## **Create a New Custom Field** Click **New Field**. You will then: - Enter the **Field Name** - Enter the **Key** (a unique identifier for the field — this can match the field name)

## **Choose the Field Type** You can select from several field types, including: - **Single Line Text** (short answers) - **Long Text Field** (longer responses or notes) - **Number** - **Date Picker** - **Yes/No Switch** - **Dropdown** Choose the type that best fits the information you want to collect.

## **Set Field Requirements** You can choose whether the field is: - **Required** when creating a new contact - **Optional** Once saved, the custom field will automatically appear in all contact profiles.

## **View & Update Custom Fields in a Contact Profile** To view or edit a custom field: 1. Go to the **Overview section** 2. Click into a contact profile 3. Scroll down to the **Custom Fields** section If the field has been filled out, the information will display.\ If not, you can enter the information and click **Update Contact** to save. The updated information will then appear on the contact’s profile.

How to Add and Update Custom Fields in Contacts

Learn how to define new custom fields in your CRM to store specific contact information. This guide also covers how to edit existing contact profiles to populate these new fields with relevant data.

Olivia de Mik
6 steps
3 minutes

Marketmuscles

**Navigate to [https://app.marketmuscles.com/](https://app.marketmuscles.com/)**

## **Create a New Custom Field** Click **New Field**. You will then: - Enter the **Field Name** - Enter the **Key** (a unique identifier for the field — this can match the field name)