Your fields
Add fields for policy type, project size, area or anything else.
Store the details that matter to you
Add your own fields to every contact: text, numbers, dates or dropdowns. Track whatever your business needs.
Why it matters
Four field types
Text, number, date or dropdown.
On every contact
Fields appear on the contact page and in the card.
How it works
Real screens from the Dialsyx dialer.
On the contact page
Your fields sit with the contact's details.
- Edit in place
- Always visible
- Searchable
On the CRM board
Key details show on cards.
- Quick context
- Deal value
- Tags
In your imports
Bring your fields in with your list.
- CSV or Excel
- Up to 5,000 contacts
- Map your columns
How to use it
- Open SettingsGo to custom fields.
- Add a fieldChoose a name and a type.
- Fill it inOn each contact.
- Use itFilter, search and report.
Good to know
- Field types are text, number, date and dropdown.
- Fields are included on every user.
Learn more
Step-by-step instructions with screenshots.
Questions
How many fields can I add?
Add the fields your business needs. Ask us if you need many.
Can I use dropdowns?
Yes. A dropdown field lets you choose from a list you define.
Can I try it first?
Yes. After approval you can take a trial of a couple of hours or a demo meeting, case by case.
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