You don’t always have to use custom fields for information you need in a contact’s record. You can change the system labels to customize content in your contact’s record instead.
I have a client who is a financial planner and he wanted to have both spouse’s birthdays in the contact record. So instead of creating a custom field, we changed the label for “Anniversary” to say Spouse Birthday. Worked out great and it turned out to be right below the spouse’s name!
You’re limited to 100 contact custom fields, so change system labels whenever it’s appropriate.
Watch this video to learn how.
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