Get there

Custom fields are used to add additional information, which allows you to achieve a better classification and organization of your contact list.

Custom fields can be used as filters, and their information can be imported and exported from each of your contacts.

Create and manage custom fields

Create a new custom field

From Custom fields, click on + Create
In Name, include a short title to identify the field in the contact dashboard
In the Type field, select one of the options below
In the Scope field, choose the type of contact this field will be used for, such as Contacts in general, or more specifically: Person, Company, Customer, Supplier, Deal

Types of custom fields

The following types of custom fields are available:

Text field: Creates an open field where you can enter only text and numbers
Number: used to enter numbers and sort contacts
Date: Used to enter any type of date in the contact
Select: This field generates a list of options so that you can choose one of them from the contact file
Radio: This is a multi-option field of different format
Checkbox: Allows you to select different options within the listed options

It is not necessary to modify the Key field, as it is completed automatically

Add custom fields to a contact

Go to Contacts to access your contact list
Click on the contact you want to add the custom field to
In the side panel, click on the contact's name or click on More
In the menu on the left, click the Add custom fields button
In the pop-up window, in the Assign predefined custom fields section, select the field you want to include in the contact
Enter a value for the added field
Click Save

Remember that custom fields cannot be included in the documents you create, but you can use them to filter information.

Update the data included in your custom fields

To update or edit the information included in a specific contact:

Holded also allows you to bulk update all the information you have included in the custom fields for multiple contacts:

Go to Contacts to access your contact list
Click on the three-point menu
Select Update contacts
Download the import template to modify the information in the custom fields
Once you have edited the fields in Excel format, reload this document from the option by accessing Update contacts again from the three-point menu

The format of the custom field must match what is specified in the field type, otherwise it cannot be updated correctly.

To learn more about updating data in bulk, check this article

Export the data included in your custom fields

Go to Contacts to access your contact list
Click on the export button next to the text search box
Select the Excel or PDF option depending on the format you want to export in

Edit custom fields

Delete custom fields

If you want to learn more about what you can do with contacts, check this article