How to view, add or delete contact custom fields
InfoFlo Pay lets you add text, number, date and drop down custom fields. Please read below for more information.
- Select “Contacts” from the left hand menu.
- Click the action drop down button and select “Custom Field”.
- 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.
- To create a new custom field select the “New” button.
- Type in a field name in the “Field Name” field.
- From the Data Type drop down field, select either text, number, date or drop down as the field type.
- 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.
- Click the “Submit” button.