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Custom Contact Fields
Every Aloware contact has default fields. Standard fields contain basic info like first name, last name, and company name. But, every business is unique and you might need other significant data.
The solution is to use custom contact fields. You can add fields and map them out to sync in HubSpot.
Prerequisites
Only admins can add, edit or delete the custom contact fields in Aloware
How to Setup Aloware Custom Contact Fields
In your Aloware Admin account, navigate to the Account menu
Go to the Contact Custom Fields tab
Click the Add New button or the Add New Custom Field button
Complete the details
Name - provide a name to your custom field
Key - only lowercase characters, numbers, and underscores are allowed. Example: "middle_name"
Description - provide a description of the field
Click the Save button to successfully add your custom contact field
Confirmation
There are different ways to know if your new custom is already added to Aloware.
Custom Contact Fields Dashboard
Once you saved the custom contact field details, it displays in the dashboard
Contact
Navigate to the Contacts menu and select a contact
Go to the About this Contact section and navigate toward the custom contact field
