Jesse Saldana
complete
We have launched the ability to add custom contact fields to your account!
You can do this from the Contacts page in your Dashboard. Select Actions > Custom fields.
Liran Cohen
in progress
D
DeAnn Colegrove
Liran Cohen: exciting!!!!!
Liran Cohen
DeAnn Colegrove: It's going to be amazing! 🤩
M
Michael Gilbert
Liran Cohen: This is good news. I suggest a standard dedicated field for website too (without having to create a custom field for it).
Liran Cohen
Michael Gilbert: Thanks for the suggestion, we are adding this field.
Liran Cohen
Michael Gilbert: We've added the Website field :) along with a release of a redesigned contact profile page.
M
Michael Gilbert
Liran Cohen: This is good news, thank you. One small suggestion to make this update better: let us enter websites quickly without having to add the https:// every time. This is especially important for imported data that might not be formatted that way.
Liran Cohen
Michael Gilbert: Absolutely, we'll get that fixed.
L
Linda Ianelli
Custom fields at the Contact level. May I recommend one for Individuals with first and last names, and spouses and one for Organizations with the company name, Trusts, and Foundations?
Jesse Saldana
planned
C
Caroline Linden
This is critical to our operations, so we may need to go to a different tool if this is not implemented.
A
Amanda Fleming
We really need to be able to add custom fields to our contacts! Being able to mark which branch of the armed forces our veterans served in or having a t-shirt size on file would be so helpful
K
Kaycee Walton
We are a nonprofit school, and primarily engaging with parents. We would like to add children’s names and years of attendance.
Being able to filter according to these custom contact fields would also be lovely.
Jesse Saldana
open
Liran Cohen
Merged in a post:
Custom Fields Tab in Contact Page
K
Kelly Coladarci
The ability to manually add information to a contact but also have it easily surfaceable via a tab.
Specifically, Kelly would like to add past donor history as it's not importable.
Tori Meglio
Merged in a post:
Add a field in contacts for Company/Corporate Name
D
David White
For corporate donors, add a field in the contacts to record the corporation name as well as individual contact info.
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