September 2024

Custom fields for projects and contacts: new enhancements

Last month, we announced that you can add custom fields for your projects and contacts, and we’ve recently added some enhancements to this feature.

New field types: link and number

In addition to text and date, you can now create link and number custom fields. Use these field types to gather key website information, phone numbers, and more.

Custom contact fields available in smart fields

Your smart fields list now includes any contact custom fields you create. Gather or manually enter these contact details; then add a smart field to your contracts, text blocks, and emails so the information effortlessly populates.

Add custom contact fields in linked questions

Now, you can pull contact custom fields into linked questions in your smart files and lead forms–which means you can collect these custom details, then have client-specific information appear in your contracts, text blocks, and emails.