{"schema":"exacc.help.page/1","url":"https://exacc.au/help/customise-contact-fields/","title":"Add your own contact fields","description":"Add custom fields to your contacts (text, number, date, selection, tick boxes, file upload and more) and your own contact ID numbers, shown on the contact form.","category":"Contacts","summary":"Open **Manage › Configuration › Contacts - Custom Features** and click **Go to Custom Fields**. Click **New Field**, enter the **Field Caption**, choose the **Field Type** and **Order No** and click **Save**. The field appears on every contact's form. **Custom Contact IDs** gives you up to six extra ID numbers per contact.","lastVerified":"2026-10-04","apps":["app"],"processIds":["contact_custom_fields"],"start":{"label":"Open Contacts - Custom Features","url":"https://app.exacc.au/{dbId}/contacts/custom-features"},"menuPath":["Manage","Configuration","Contacts - Custom Features"],"before":["The public form switched on (**Enable Public Form** on **Go to Public Form**). Until it is, the field types list is empty and a new field cannot be saved."],"steps":[{"step":1,"title":"Open Custom Fields","body":["Open **Manage › Configuration › Contacts - Custom Features** (**Customize Your Contacts Fields**) and click **Go to Custom Fields**."],"url":"https://app.exacc.au/{dbId}/contacts/custom-features","image":"https://exacc.au/help/customise-contact-fields/step-1.png"},{"step":2,"title":"Add a field","body":["Click **New Field** and fill in **Add Custom Field**:"],"fields":[{"name":"Field Caption","help":"the label on the contact form.","required":true},{"name":"Field Type","help":"Text, Number, Date, Selection, Check Box, Radio Group, Multiple Check Boxes, Upload File, Score or Hyperlink.","required":true},{"name":"Selection group","help":"the choices, for Selection, Radio Group and Multiple Check Boxes."},{"name":"Order No","help":"where it sits among your fields.","required":true},{"name":"Active","help":"leave ticked. An inactive field is hidden and cannot be brought back from this screen yet."},{"name":"Notes","help":"for you; not shown on the contact."}]},{"step":3,"title":"Save","body":["Click **Save**. The field shows on **New Contact** and **Edit Contact** for every contact, and on the dashboard."]}],"sections":[{"heading":"Custom Contact IDs","body":["Under **Custom Contact IDs** you can name up to six extra ID numbers (a client number from another system, a member number), mark one as **Unique**, and check it as an ABN, BSB or TFN. Click **Update** to save each one, or **Deactivate** to stop using it."]},{"heading":"Not available yet","body":["Custom fields cannot be deleted yet, and their **On public form** setting is not saved: choose which fields the public form shows on its own **Fields** tab instead."]}],"related":["https://exacc.au/help/add-contact/","https://exacc.au/help/set-up-contact-public-form/","https://exacc.au/help/manage-contacts/"],"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}