Custom Fields

RW
Written by Roo Wright
Updated 3 months ago

To create custom fields, first navigate to your Telloe dashboard.

1. Click Contacts

2. Click "Manage Fields"

1. Enter the name of the field - this field will have an assigned value when entered on contacts - press add.

2. Press the blue "Done" button.

To assign custom fields to contacts, first navigate to the Contact page and click on the desired contacts name.

1. Click Fields.

2. Click Edit Fields.

1. Use the drop down to select the desired custom field.

2. Enter the field value - this can be anything you want.

3. Press the blue "Save" button.

Now, your contacts custom fields displayed under Fields.

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