For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/contacts/create-custom-fields.md.
  • English

      • How do I create custom fields in Clickmax?

      1. Open Settings and go to Custom fields.
      2. Click New field, set the name and the type (text, number, date, list, among others) and save.

      The field then appears on the contact record and can be used in filters, segments and automations.

      If it didn't work

      • Can't find the custom fields option? Check whether your user has the required permission in No permission.
      • The field doesn't appear in a filter or automation? See how to build the conditions in Automations.