To create a customized contact property, first navigate to your Visible web app and navigate to Contacts in the bottom left. Then, click on Custom properties in the top right next to 'New contact'.
From here, you can add custom properties as you wish by entering a name of the New property, the type of the field, and clicking Add property. Types of new properties include:
Single-line text
Multi-line text
Single select
Number, Currency
Percent
Url
Date
Once you have created a new custom property. You can go in and update existing contacts to hold these values. Additionally, when you go to create a new contact, you will be able to input values for these custom properties upon creation.
See the screenshots below for a more thorough step by step process!
Step One: Navigate to Contacts and then select Custom Properties.
Click Contacts at the bottom of your navigation bar. Then click Custom properties in the top right of your screen.
Step Two: Click + New Property and then choose the type of property you want to create from the dropdown menu.
Click +New property at the top right side of your screen. Then, from the dropdown menu, select the type of property you want to create.
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Step Three: Customize your new Custom property.
Add in the information you want to track for the Custom property that you've created. Changes will be automatically saved and you will see a green notification towards to top right side of your screen designating that the changes have been saved.
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Please note for Single select and Multi select properties, colors can be added to further differentiate contacts in your contacts view. To do this, click the color icon next to the option and choose a color.
Step Four: Update the Contact properties.
The contact properties can be updated at the contact level (as shown above) or they can be edited in-line once they are added as a column to a contact view. For more information on adding custom properties to a contact view and editing them in-line, refer to this article.
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