Customizing the Contact Tab Step by Step
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Tracking customer information is useful for a wide variety of reasons, but not every company may need to track the same kinds of information as others. Track whatever information is important to your company by customizing the additional contact information tab.
Step One: Navigate to the Contacts menu
Step Two: Use the Contacts Field drop-down menu at the top of the page to select which information field you wish to edit
Note: The first field in the drop-down menu is the tab display name, not an actual data field
Step Three: With the desired field selected press the Edit button to make a customization
Step Four: Enter the Field Name and select a Field Type
Note: If you don’t want to use all the possible information fields you can hide them using the visibility box
Step Five: Press the Save button