How to Use Custom Fields In Happy Grasshopper

Custom Fields Setup Guide

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What Are Custom Fields?

Custom fields allow you to track extra information about a contact that Happy Grasshopper doesn’t collect by default. Think of them like add-ons to the standard contact record.

Examples include:

  • Anniversary dates (different from closing dates)
  • Price ranges
  • Favorite team, dog’s name, or any other personal info

How to Create a Custom Field

  • Go to Custom Tools > Custom Fields
  • Click Create Custom Field
  • Give your field a name and choose the data type: Text, Date, Number or URL
  • Click Save

Once saved, this field becomes available in the backend of your contact records.

How to Use a Custom Field

Since custom fields aren’t included in bulk uploads, you’ll need to manually add values:

  • Go to the Contacts tab
  • Click on a contact and choose Edit
  • Click the Custom Fields tab
  • Fill in the info and click Save

Repeat for any contacts you want to update. You can create as many custom fields as needed!

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