Managing Contact Custom Fields

Custom fields allow you to extend a database with additional fields of information beyond the default fields. Adding a custom field to your contact database allows you to add extra fields of information about your contacts - such as industry categories, custom membership numbers, or dietary preferences.

This guide shows you how to create and manage custom fields.

Create a Contact Custom Field

• Go to Dashboard > Customers > Contacts > Custom Fields.
• Click New Field.
• Enter a Label to be shown to users (e.g. "Industry").
• Enter a Description to be shown alongside the field.
• Enter a Field ID - for use when referencing this field in forms etc.
• Select a Field Type: See the Custom Field Types Reference below.
• (Optional) Enter any required values (eg. dropdown options).
• Configure the visibility and behaviour toggles.
• Click Save Field.

Edit a Contact Custom Field

• Go to Dashboard > Customers > Contacts > Custom Fields.
• Find the custom field you want to edit.
• Click Edit
• Make your changes
• Click Save Field.

Custom Field Types Reference

When creating a custom field, you can choose from different field types depending on the data you want to store.

• editbox: Single-line text input
• textarea: Multi-line text input
• combobox: Dropdown select with predefined options
• checkbox : Boolean toggle (0 or 1)
• datepicker: Date selection input
• spinbox: Numeric input with increment/decrement buttons
• money: Currency input with symbol
• radiobuttongroup: Single selection from multiple options
• checkboxgroup: Multiple selections (stored as serialised array)
• fileupload: File attachment upload

Using Custom Fields in Forms

Custom fields can be included in forms throughout your website. When the form stores, registers or subscribes a new contact, custom field values are automatically saved to the contact record.

To configure a form field to populate data into a custom field - set the ID of the field within the form to use the Field ID of your newly create custom field (eg. contact_industry). 

Deleting a Contact Custom Field

Warning - Deleting a custom field permanently removes the field and all data stored in that field across every contact record. This action cannot be undone. Ensure you have exported or backed up any important data before proceeding.

Steps to Delete a Contact Custom Field

• Go to Customers > Contacts in the Oncord Dashboard.
• Click the Custom Fields link located in the menu at the top of the page.
• Locate the custom field you wish to delete.
• Click menu associated with the cusom field, followed by Delete.
• Confirm the deletion when prompted.