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
Click on New data field.
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.
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).