Create and Edit Custom Fields for Contacts

While Command has many fields to add to a contact, every agent's business is different, and we recognize that you might need to add information that we have not considered. To allow you to customize how you set up Contacts, you are able to create custom fields for your contacts. If you need to add information to your contacts for organizational purposes, instead of creating custom tags, or labels, for each of the possible pieces of information, create a custom field and sort your database based on the info that is entered. Once you create a custom field, you can edit or delete it.

To create and edit custom fields:

1. Log in to https://agent.kw.com with your Keller Williams login credentials.

2. Click your Name in the top right corner, and then select Settings.

3. On the left side of the page, click Command Settings, then click Contacts, and select Custom Fields from the drop-down.

Create a New Custom Field

1. Click the Create Custom Field button.

2. Complete the Add Custom Field form. The "Custom Field Name" is the title and the "Custom Field Type" is how you will enter your data (Text Field, Dropdown, etc.).

3. If you want this Custom Field to be listed on the "Select Custom Field" dropdown in Contacts when you add or edit a contact, select the Make Default Field checkbox.

Delete a Custom Field

1. Locate the field you want to delete on the Custom Field list.

2. Click the Delete icon, and click Delete on the "Delete Custom Field" form to confirm.