Custom Fields allow you to track extra information about your contacts, projects, tasks, events and opportunities. For example, you might create a “Customer ID” field to keep track of your customers ID number for your organization.

Wealthbox allows you to create a custom text, checkbox or date field by navigating to your Settings and clicking “Customizations” within the “Workspace” section.

Note: Keep in mind, you will not see the custom fields in contact records until you have populated the custom fields on the “edit” page of the contact record.

Did this answer your question?