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Add additional information to your contact cards

Updated over 2 weeks ago

Clustdoc allows you to enrich the information you have on your contacts and companies with custom data fields.

Go to Settings > Data fields. When you click on it, two tabs appear:

  • Contact

  • Company

This is where you choose where your custom fields should apply.

  • Fields added under the Contacts tab will appear in the profile of all your contacts.

  • Fields added under the Companies tab will appear in the profile of all your companies.

💡 Any field you create will automatically appear in the profile of all contacts or all companies.

Add a new data field

  1. Click on New data field.

  2. Fill in the following information:

    • Name: name of the field.

    • Description: additional details for your team (will appear as a tooltip)

    • Type: choose from Text, Number, Date, List, File.

    • Position: define where the field will appear in the contact/company profile.

  3. Click Confirm.

Use group fields

You can also create a Group header. This acts as a title or section header within the contact or company profile, allowing you to better organize information.

To add a group header you have to : click on the arrow next to the button “New data field” and select “Add group header”.

Example : You can create a group “Contact details” and you can add a field “National ID Card type File, it will appear in the profile of every contact (or company, if created under that section).

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