Adding Contact Metadata
It is possible to add extra information on the contact database outside the standard value which are already available. For example you may want to add information such as
Contact made by: xxx
This simple guide explains how to add custom metadata to Contact table.
- Navigate to Admin > Metadata panel
- Click “New Metadata Set”
- Under Metadata settype, If you don’t use CRM select “Usual Contact” otherwise select “CRM Contact”
- Add Metadata set name for example “Contact Metadata”
- You can now create the metadata fields, click on “Create new field”.
- Complete the form. Using example above :
Click “Add New” to complete the process
After adding this field, the metadata field should now appear.
If you are using CRM and you might need to check if you have previously set CRM Contact Metadata if you do have, you can simply add this into the existing Metadata set.
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