How to Create Custom Fields?

Custom Fields for Contacts

In Closum you can add custom fields containing any information about a contact.

However, custom fields such as “Name”, “Email “, “Phone Number” and “Birth Date” are already included in our platform and should not be modified.

To configure custom fields, navigate to Settings » Application » Contact. Then, under “Contact Fields”, click on “Configure Fields”.

Click on “Add Fields” and select the Field Type.

In “*Text*”, you can add fields like “Company” or “Location”.

In “*Options*”, you can add fields with multiple choices. For example, if you create a field called “City”, you can then list the various cities you want to include.

After creating the custom field, you need to include it in your data file for import.

To do this, copy the “Tag” ( {tag} ) of the custom field. 

Then, paste this tag into your file in the column where the corresponding data is located.

For more information about additional fields, you can watch the tutorial below.

Updated on: 05/06/2025