Today we can finally answer the question "When will Highrise have custom fields?" Answer: Now and forever!
Custom fields have been the top Highrise feature request for some time. The lack of custom fields has also been one of the top reasons why people cancelled Highrise or didn't sign up in the first place. As you can imagine, we're very excited to introduce this feature. We hope you love it as much as we do.
What are custom fields?
Custom fields allow you to keep track of extra information beyond standard contact information (phone, email, address, etc.).
For example, you can add a custom field called "Referred by" to keep track of who referred a customer to you. Or "Spouse's name" so you'll never forget the name of the husband or wife of one of your contacts. Or maybe a field called "University" to keep track of which college someone went to. Or maybe you just want to keep track of a "Customer ID". Custom fields make it all possible.
How do I set up, view, and search custom fields?
Go to any contact, click the red "Edit this person" link in the upper right corner of the person's page.
Next scroll down below the standard contact info fields. You'll then see a block called "Custom fields". This is where the custom fields are listed.
Click on the "Set up your custom fields link" to add/change your custom fields. This is where you can create fields, rename fields, or delete fields.
Custom fields show up in the sidebar on a contact's page right below their contact info. In this example you'll see four custom fields ("Customer ID", "Department", "Referred by", and "University").
Finally, you can search by any one of your custom fields. Searching custom fields works the same way as searching any other contact data. Click the "Contacts" link in the sidebar on the left side. Next you'll see the usual "filter your contact by" links plus your custom fields as well.
We hope you find custom fields useful
Based on all the requests and feedback we've received, we think this feature will make a lot of people happy. We hope you find the feature useful.
Thanks for your patience while we developed this Highrise feature. It took a bit longer than we anticipated, but we wanted to make sure we got it right.
