Want to keep track of more than name, address and phone number for your contacts? For example the industry, the number of employees or how a client found you? For that you use info fields and contact card fields. You name them yourself, so they fit your work.
Info fields are also handy when importing. Columns from your Excel file that don't fit a standard field go into an info field. Read more: Importing contacts
Two kinds of fields
| Info fields | Contact card fields | |
|---|---|---|
| Where do you see them? | In the contact's Info fields block | In the contact's Extra details block |
| What are they? | 20 free fields that you name yourself | Fixed fields, such as Account manager, Contact since, Debtor number and Date of birth, plus three extra note fields |
| Filling them in | Free text, or choose from a list you create yourself | Per field: choose a colleague, a date or text |
Naming info fields
- Go to ☰ > Administration > Info fields.
- Replace the name of a field, for example Info 3, with what you want to keep track of, such as Industry.
- Click Save.
Renaming a field that's already in use? The values already filled in simply stay.
Fixed choices with dropdown lists
Want everyone to fill in a field the same way, for example always Healthcare and not sometimes healthcare and sometimes Health care? Then create a list of fixed choices.
- Go to ☰ > Administration > Dropdown lists.
- Under Choose the info field, choose the field.
- Click + and enter a value. Repeat this for each choice.
On the contact, you then choose from the list. You can still type free text as well.
Tip: fixed choices let you filter reliably later. Otherwise, a typo makes a contact fall outside your selection.
Naming contact card fields
- Go to ☰ > Administration > Contact card fields.
- Change the names, for example Account number to Client number.
- Click Save.
The fields Note field 2, 3 and 4 are extra note fields. They only appear on the contact once you give them a name.
Filling in the fields
On the contact, click the pencil next to Info fields or Extra details, fill in the fields and click Save.
Don't see the Info fields block? Turn it on via the gear icon at the top right of the contact screen, Edit widget. Read more: Setting up your contact screen
What can you do with them?
- Filter: click the funnel next to a field to see all contacts with the same value. Read more: Filtering contacts
- Show as a column and search: add an info field as a column in the contact list. The search field then also searches that field. Read more: Searching in SpinOffice
- Import: when importing, map a column from your file to an info field.
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