What this gets you
- You capture information specific to your process, such as notice period or referral source, in a structured way.
- Custom fields can be filtered, so they turn into precise segments.
- You create a field once and reuse it on any contact.
Steps
- Open a contact’s profile and go to the Custom Fields tab.
- Search for an existing field and assign it, or choose to create a new one.
- Choose the field type: text, number, date, list, or range.
- For a list, add its options. For a number or range, set its limits, and turn on the minimum, maximum, and step if you want Jobin to enforce them.
- Save. Changes save automatically with visible status.
Tips
- Manage every field in one place under More > Workspace > Custom fields. You can search, delete, and jump to the contacts that use a field.
Ideas to get more from it
- Link a job application question to a field, so applicants fill it in for you.
- Combine several custom fields in one Contacts search to build a precise segment.
- Use list fields to keep answers consistent across your team.