Custom fields on accounts & contacts

Nutshell can store custom fields along with your contacts and accounts. Use this for data associated directly with those items, like internal account numbers, or inception date.

Define the field

In the setup section, under the Custom Fields link, click Account or Contact from the sidebar, to choose which type of field you’ll be creating.

After clicking Add custom field, you'll be presented with a dialog to give the field a name and to choose a type. String fields are for storing bits of text and numbers, you can also create a custom date field, or currency field, to store data like salary or budget.

Use the searchable checkbox if you want to search for this value when using Nutshell's universal search bar.

Edit the field

When you’ve opened up a contact or account’s popup dialog, your custom fields will appear below the address and URL fields. You can edit these fields directly and they will be saved immediately.

If you have any additional questions for Nutshell please contact us and we'll be in touch!