All Collections
CRM / Donor Management
Contacts
How to use contact custom fields
How to use contact custom fields
Gather the details you need by adding custom fields to your contact entry form
Sunny avatar
Written by Sunny
Updated over a week ago

Does your organization regularly gather unique pieces of information about your donors? Add custom contact fields to make sure every detail is recorded.

Types of contact custom fields

Text

Allows text input of either short answers or paragraph style

Number

Numeric value; can be a whole number or a percentage

Date

Either a single date or a date range that is selected from the calendar picker

Toggle

Yes/No toggle; can set to either yes or no by default if desired

Option

Multiple choice list; can restrict to one choice only, or allow multiple selections

Create new contact custom fields

  • In your Givebutter dashboard, go to the Contacts tab and click Actions.

  • Choose Custom Fields.

  • Click the + New field button.

  • Choose the type of custom field you want to create.

  • Fill in your details and choose whether this field will show when entering a new contact.

    • As of 3/31/23, custom contact fields will only appear for manually added contacts; the fields will not show in your donation flow, for contact imports, or in contact exports. These features will be released soon!

  • Click Create.

Edit or archive existing contact custom fields

  • Go to the Contacts tab and click Actions.

  • Choose Custom Fields.

  • Click the three dots (...) next to the custom field you want to archive.

  • Choose Edit or Archive.

edit or archive contact custom fields

Related content:


Did this answer your question?