Custom Fields on Contacts
Custom contact fields are finally here!
Go to Admin > Account Settings > Custom Fields. You can define custom fields for Contacts and Documents. (You'll need at least a Starter Plan, which will give you 1 custom field of each type. Pro Plans and higher get 4 of each type.)
Define your custom fields. After you save your settings, you'll be able to see the merge field code to pull that custom field into your documents, if you'd like.
For example, suppose you are a lawyer, working with individuals, not companies. To access the address merge fields, you need to use the Customer object, which you don't really need. Now you can define a home address field right on the Contact, and never worry about the Customer.
Then, when you are editing your Contacts, you can add your custom field(s).
Note the Home Address field in the form above.
Note that you can also enter Document custom field data on the Document settings screen. (See below for an example of entering a Start Date.)
Then, in your document content, you can add a {{home_address}} merge field. (You would probably want to do this in your template(s), so it appears in all your subsequent Documents.)
When you or your Contact view the Document, the Home Address entry will appear.
