Managing custom contact fields in your Stadium account allows for enhanced organization and personalization of your contacts.
This article consists of subsections:
🗂️ Accessing the Manage Custom Fields
Navigate to the Workspace Contacts Page
Expand the Sidebar Menu (if collapsed)
Click on the left-facing arrow ( ˂ ) at the top-left corner of the sidebar to expand the navigation menu.
(If the menu is already expanded, you can skip this step.)
Navigate to Workspace Contacts
In the sidebar menu, locate and click on "Workspace Contacts" to access your contacts page.
Access the Manage Custom Fields
From the Workspace Contacts dashboard, click on the three dots found at the upper right corner of the contacts list.
Select Manage Custom Fields.
➕Adding Custom Fields For Your Contacts
You can create up to five custom contact fields to store additional information about your contacts. Each field must have a unique name and use one of the supported field types: Text or Date.
Add Custom Fields
Open Manage Custom Fields from the Workspace Contacts page.
Enter a unique name for your new field.
Select the field type:
Text: For information such as a contact's preferred language.
Date: For dates such as a scheduled receiving date.
Repeat these steps for any additional fields, up to the five-field limit.
Click SAVE.
Your new custom fields will appear as additional columns in your Workspace Contacts list.
⚠️Important: Each custom field name can only be used once.
✏️Editing Contact Information Using Your Custom Fields
After creating custom fields, you can add or update the information for individual contacts.
Edit Field Values
Open Workspace Contacts.
Find the contact you want to update.
Click the arrow icon (⤢) at the end of the contact's row to open the contact details.
Edit the contact details - add information on the new custom fields you have added.
Once done, click on SAVE.
🗑️Deleting Custom Fields
If you no longer need a custom field, you can remove it from Manage Custom Fields.
Delete Fields
Open Workspace Contacts.
Click the three-dot menu (⋯) and select Manage Custom Fields
From the list of fields, locate the one you wish to delete and click the delete icon (🗑)
Once the field has been removed, click on SAVE.
On the confirmation window, click on YES, DELETE.
📄Uploading Custom Fields Details via CSV
If you want to easily add the contact details to your Contacts with the custom fields you want to include, you can do so by utilizing the Upload CSV option.
Download Template
Click on the "+ADD CONTACTS" button at the top right corner of the Contacts page.
Select on UPLOAD CSV
From the pop-up page, you will find an option to Download Template.
Click on it.
Fill out the CSV file
From the downloaded template, you can add the information of your Contacts.
Include the new custom fields you have added for your Contacts as another column on the template to ensure it will also be filled out after you upload the file.
Upload CSV File
After you have completed your CSV file and have it saved to your local device, go back to the UPLOAD CSV option from the Contacts Page.
From the pop-up page, click on the SEARCH LOCAL DEVICE option.
Upload the CSV file.
(Optional) Check the box for Let CSV contacts overwrite existing contacts (excluding contacts synced via HRIS) if you want updates to replace current records.
Select the role of the new users in the Workspace.
Click on ADD CONTACTS
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