How to Create Custom Fields in Infusionsoft

Custom fields are used to store contact information that is specific to your business. The Infusionsoft software already has some generic data fields that users can apply to their contacts, including phone number, email address, street address, website, etc. But if you want to include different information for one or more contacts, you’ll need to set up a custom field.

Before we start, it’s important to note that Infusionsoft places a limit of 100 custom fields for each record type (e.g. Contact, Company, Task, Opportunity, Order, or Referral Partner). The good news is that most users won’t come close to reaching this limit. However, you should still remain conscious of how many custom fields you’ve applied to each record type.

To create a custom field, log into your Infusionsoft account and select Admin > Settings. Next, click the drop-down menu next to “Set up custom fields for” and select a record type. The most commonly used record type for custom fields is Contact, simply because business owners prefer to create narrow lists of contacts to which they are promote their products and services. But Infusionsoft supports the use of custom fields across all record types, so feel free to use them elsewhere on your account.

Once you’ve selected a record type, choose “Field” from the drop-down menu, followed by “Add.” You must now enter a name for the custom field. This name is displayed within the Infusionsoft record and is used for reference purposes. The only requirements is that it must have at least one alphanumeric character. With that said, it’s usually a good idea to make your custom field names descriptive based on the record to which they are attached. If it’s a custom field for contacts whom you’ve met in person, then perhaps you should name it “met in person.” This will allow you to distinguish between the contacts that you’ve acquired over the Internet and phone, and those that you’ve acquired in face-to-face meetings.

Next, select the field type associated with the new custom field. You can also click on the “show advanced options” if you wish to organize your new custom field by tab and header. When you are finished click “save this field.” When viewing the custom field summary, you should see tab, header, and field, along with options to edit, delete and rearrange them. You can click the edit button to change the header, field name or tab, or you can remove them from the database by clicking delete. Keep in mind that deleting a custom field tab will remove all data permanently, so proceed with caution.

Were you able to add custom fields by following these steps? Let us know in the comments section below!