Custom fields allow you to customize your usage of Pickle for the contacts in an Account. You can store anything for a contact with Custom Fields.

Creating a custom field

1. Click a contact
2. Click edit
3. Scroll to the bottom of the page. There you will be able to add custom fields. Click add a custom field and you’ll see a form like the following:

How to use Custom Fields

To use a custom field, simply visit a contat and click edit. Then, at the bottom of the page, you’ll see all of your custom fields.

If you don’t have any custom fields, you can create them. Custom fields are great for filtering contacts using search, remembering various pieces of information about someone and much more.

Custom fields sort of act like a spreadsheet. If you had a list of contacts in a spreadsheet, the custom fields would be various column names.

Examples

With custom fields you can store anything such as their job title, point of contact, birthday, anniversay, and more. Here’s an example of some custom fields from one of our accounts:

Searching on Custom Fields

One of the most powerful use cases of custom fields is search. With search, you can do things like find a list of customers who’s favorite hockey team is the Washington Capitals.

For more examples, see search.