New in Highrise: Custom Fields

You asked, we delivered! Custom fields, the top feature request, are now available in Highrise.

What are custom fields?

Custom fields allow you to keep track of extra information beyond standard contact information (phone, email, address, etc.).

For example, you can add a custom field called “Referred by” to keep track of who referred a customer to you. Or maybe a field called “University” to keep track of which college someone went to. Or maybe you just want to keep track of a “Customer ID”. Custom fields make it all possible.

How do I set up, view, and search custom fields?

Go to any contact, click the red “Edit this person” link in the upper right corner of the person’s page.

Next scroll down below the standard contact info fields. You’ll then see a block called “Custom fields”. This is where the custom fields are listed.

Click on the “Set up your custom fields link” to add/change your custom fields. This is where you can create fields, rename fields, or delete fields.

Custom fields show up in the sidebar on a contact’s page right below their contact info. In this example you’ll see four custom fields (“Customer ID”, “Department”, “Referred by”, and “University”).

Finally, you can search by any one of your custom fields. Searching custom fields works the same way as searching any other contact data. Click the “Contacts” link in the sidebar on the left side. Next you’ll see the usual “filter your contact by” links plus your custom fields as well.

Take custom fields for a spin.

Highrise is the easy-to-use app for small businesses that keeps track of your contacts, clients, leads, and deals. Now you can personalize any contact’s information with the addition of custom fields.

Based on all the requests and feedback we’ve received, we think you’ll love this feature. We’d love you to give Highrise and custom fields a try today!