How do I attach my custom fields to a contact?
We call custom fields SuperTags, so creating custom fields is simply a matter of creating a SuperTag. When you SuperTag a record, then the custom fields you created for that SuperTag are placed on the record's detail page, like so:
Once your SuperTags are created, you can attach them to a record by tagging the contact with that term. This can be done in a few different places:
1) Via the tags text field on a record's detail page header (note the Tag field in the image above).
2) From the Add a Contact form in the Quick Add section:
4) When importing contacts from a .csv file. As long as you create your SuperTags beforehand, then you can use Batchbook's custom import template to populate/edit contacts' SuperTag data. Read more about using the template here.