Adding Lists to Contacts & Companies

You can add your own lists to contact and company cards. In either case, the procedure is the same.

 

To add your list to a contact, open the contact card and do the following:

Click on “...” and then “Setup”

 

Then, in the “Manage Fields” pop-up window, select the list you want:

 

After that, you can attach fields from the list to the card by clicking on “attach element”:

 

Choose the desired fields. The result:

 

You can change the quantity of attached elements, just click on the quantity (1x in the example) and write in the desired number:

 

You can also delete attached elements by clicking on the “x” button on the right of the list element:

 

Follow the same steps to add and work with lists in company cards.

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