Manage custom fields for customer profiles in the Customer Hub

Manage custom fields for customer profiles in the Customer Hub

Learn how to manage custom fields for customer profiles in the Customer Hub. Custom fields let you track the information that matters most to you and your customers.

Add and manage custom fields

When you add custom fields for your customers using the dropdown list type, you can quickly assign custom field values, customize, and manage your custom fields directly on your customers’ profile page.

To add and manage your custom fields, follow these steps.

1. Go to the Customer Hub. 
2. Click Customers & leads, then Customers. (Take me there).
3. Find and open a customer profile.
4. Select Edit.
5. Select + Add custom field to create a field.
6. Select the Customer category.
7. In the Data type dropdown, select Dropdown list.
8. Select the color dropdown if you want to choose a color to customize your custom fields and types to differentiate customers at a glance. 
9. Fill out the info about the field, then select Save to go back to the full customer profile.
10. In the Custom Fields section, select the pencil icon. You can quickly assign values to your custom field, add a new custom field, and manage all of your custom fields directly on the Customer profile and Customer list pages. 
11. To remove a custom field value, select the x next to the value.