Add contact fields

Updated October 31, 2026 · Applies to Rolodex ONE 1.34

Your own fields on contacts, companies and leads, such as a policy number or a referral source, are designed in Studio, with review before they go live. The Contact fields panel on Business rules lists the fields you have.

Prerequisites

  • The Admin or Designer role.
  • The Professional edition, for Studio. See Plans and features.

Add a field

  1. In the menu, under Administration, select Business rules.
  2. Under Contact fields, select Open Studio.
  3. On Data, add the field to Customers (your contacts), Companies or Leads. See Add your own fields.

The field appears on contacts once the change is published. Imports and lead imports can fill it in by its name.

Next steps