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Custom fields let you attach additional, business-specific information to a contact beyond the default name, email, and phone fields. They are configured by your account administrators and allow you to keep structured, standardised data that is relevant to your industry or workflow. Why use custom fields?
  • Specific information: Capture data points that matter for your type of business.
  • Organisation: Keep contact information structured and consistent.
  • Segmentation: Use field values to create groups and custom filters.
  • History: Field values can be updated at any time, and changes are recorded in the activity timeline.

Available field types

BluBash supports the following custom field types:
TypeDescription
TextFree-text input for general information
NumberInteger or decimal numeric values
DateDate picker with a calendar selector
EmailText field with automatic email format validation
PhoneText field with automatic phone formatting
URLLinks and websites with format validation
CurrencyMonetary values with currency formatting
RatingStar-based rating (e.g. 1 to 5 stars)
Single selectDropdown with pre-defined options
Multi-selectAllows selecting multiple options from a list
Yes / NoBoolean field for true/false responses

Fill in custom fields on a contact

1

Open the Contacts section

In the left sidebar, click Contacts.
2

Select the contact

Click the contact you want to update to open their detail page.
3

Enter edit mode

Click the Edit button (pencil icon).
4

Go to the Custom Fields section

Scroll down the page until you find the Custom Fields section.
5

Fill in the fields

Each field has an input style that matches its type:
  • Text / Number: Type directly into the field.
  • Date: Use the calendar to select a date.
  • Single or multi-select: Choose from the list of options.
  • Rating: Click the stars to set a value.
  • Yes / No: Check or uncheck the option.
6

Save your changes

Click Save to confirm.
Fields marked with an asterisk (*) are required and must be filled in before you can save. Custom fields are configured by your account administrators — contact them if you need a new field added or an existing one changed.
A few things to keep in mind:
  • Custom fields are configured by account administrators.
  • Some fields may be required before you can save the contact.
  • Fields can have specific validations such as email format or minimum/maximum length.
  • Changes to custom fields are recorded in the contact’s activity timeline.
  • You can update field values at any time by editing the contact.