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How to view, add or delete contact custom fields

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InfoFlo Pay lets you add text, number, date and drop down custom fields. Please read below for more information.

  1. Select “Contacts” from the left hand menu.
  2. Click the action drop down button and select “Custom Field”.
  3. From here you can view all custom fields and edit by selecting the edit icon on the right or delete by selecting the delete icon on the right.
  4. To create a new custom field select the “New” button.
  5. Type in a field name in the “Field Name” field.
  6. From the Data Type drop down field, select either text, number, date or drop down as the field type.
  7. Type in the value in the “Data Values” field. If drop down is select, add all drop down values and separate each value with a comma.
  8. Click the “Submit” button.