Custom Fields in Nexi

Custom fields let you tailor contact data to your organization’s workflow.

1. Access Custom Fields
   
    
   • In the contact form, scroll to the Custom Fields section.
     
      
   • To create new fields, go to Settings > Customization > Custom Fields (see the [Customization Guide] for details).
     
      
2. Add Values
   
    
   • Text fields: Type directly into the box.
     
      
   • Dropdowns/Multiselects: Choose from predefined options (e.g., Lead Source: Website or Website + Referral).
     
      
   • Dates/Numbers: Use the picker or input format (e.g., MM/DD/YYYY for dates).
      

3. Save Changes
After editing, click Save at the bottom of the form.

 

• Your updates will appear immediately in the contact record.
  
   
• All edits are logged in the contact’s history for reference.
  
   

Best Practice: Use custom fields to capture specialized data, such as Budget Range or Decision Timeline. Always validate data entries to maintain database accuracy and consistency.

Next Steps

After making your updates, you can explore related tools within the contact profile:

• View Contact History – Review notes, emails, and completed tasks.
  
   
• Link to Opportunities – Use the Opportunities tab to create or connect deals.
  
   
• AI Suggestions – SalesNexus AI can recommend next actions or goals based on your contact data.
  
   

Need Help?

If you encounter issues:

• Use the Need Help? dropdown on the Contacts page.
  
   
• Search the Knowledge Base for detailed guides.
  
   
• For advanced imports or field configuration, refer to the Customization and Integrations sections.
  
   

Additional Tips

• Keep data current: Update contact details during or after each interaction to maintain accuracy.
  
   
• Track history: Review the contact’s activity and edit history to see what’s changed over time.

Recommended Video:
Watch a quick walkthrough on editing, managing, and maintaining contact records in SalesNexus.