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Changing Labels

January 22, 2015 by Jama Leave a Comment

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.

About Jama

Jama Bryan, owner and founder of Your Online Marketing Team, has been an entrepreneur since 1996. Jama has numerous clients, mainly coaches and speakers, scattered throughout the United States and Canada -- and even the UK and Australia. Even though she is very friendly and enjoys interacting with her exciting clients, there are very few she has ever met in person thanks to the technology of the mighty Internet. She loves being an integral part of her clients’ businesses, watching them grow and helping them succeed. Although she now focuses her skills on being an Infusionsoft Certified Consultant, she still handles a variety of tasks for her clients or delegates them to her team.