Use this article to add a custom field to a contact profile and give a contact credits. Custom fields hold information the standard form does not, such as allergies or a loyalty number. Credits are an internal balance you can give a contact. We will add an Allergies field to Marcus Reed and give him 10 credits that expire in 30 days.
How do I add a custom field to a contact?
To add a custom field, open the contact profile and click ② the + next to ① Custom Fields on the contact card.
Enter ① the Field Name, choose ② Text or Date as the field type and click ③ Submit.
The new field appears under Custom Fields as ① a label with ② a box. Type the value in the box and click elsewhere; it saves on its own.
Note: A custom field is created for the whole contact type, so every client gets an Allergies field. It also appears on the Update form and can be shown as a column in the list.
How do I add credits to a contact?
To add credits, open the ① Credits & Gift Card tab on the contact profile and click ② Add Credit.
Enter ① the number of Credits, ② a Description and ③ Expire After (days), then click ④ Save.
How do I check a contact's credits?
To check the credits, look at the ① Credit badge on the contact card, which shows the new balance.
Credit History on the Credits & Gift Card tab lists ① the entry with its date, amount, expiration date (30 days after the credit date) and description.
