Custom Fields allow you to track additional information about your contacts, projects, tasks, events, opportunities and manually tracked financial accounts. 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 or text area field, checkbox, multi-check box, dropdown 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.