Custom Fields 😎
A guide for how custom fields work on Dex and how you can use them to improve your workflow!
You can add 3 types of custom fields:
- Text: Any text field you want! (i.e. hometown, company, school, spouse, etc.)
- Category: Use categories to sort your contacts. These are like Text Fields but across multiple contacts.
- Date: Remember important dates (i.e. anniversaries, graduations, religious celebrations)
Once you open the contact detail panel from either the web dashboard or the Chrome extension, navigate to the "Details" tab to add a custom field.
Note: Custom field has an autosuggest/autocomplete feature based on the past value you've inputted.
That's it!
Last modified 4mo ago