When setting up a new group, you should consider exactly what unique information about your contacts you’d like to include in your import, such as city, employer, donation amount, elected reps or polling place address. Custom fields are one way you can import existing information about people you contact on Hustle. The following steps will show you how to create new custom fields!
Creating New Custom Fields
Setting Custom Fields Visibility
Creating New Custom Fields
1) In the right side menu, click Settings, then select Custom Fields.
2) In the Custom Fields section of this panel, type a new custom field in the empty text field, and click the Save button.
NOTE: Custom fields cannot contain spaced, special characters, and may not begin with numbers.
You're all set to target and track!
NOTE: Only organization administrators are able to create new custom fields-- if you wish to delete a custom field, please contact Support.
Setting Custom Fields Visibility
You can set whether a custom field is visible within the Custom fields area by checking the box to 'Display on Contact profile'. This makes the field visible to all agents for all leads within their group.
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