Contact properties

Contact properties are the types of data that you store on the Contact Profile page. The default Contact properties are as follows:

  • Name
  • Email
  • Phone
  • Address
  • LinkedIn
  • Twitter
  • Company History (list of all companies in the Experience section on the Contact Profile page)
  • Current Company
  • Current Title
  • Current Company Duration

These default Contact properties also appear as fields in the Contact Gallery.

All users can perform the following tasks for a Contact property:

Organization admins can also create custom Contact properties.

Add a Contact Property as a Field in the Grid

For Contact-based Lists only, you can add any existing Contact property as a field in the Grid.

  1. With the List open, click to display the Grid view.
  2. Scroll to the far right of the Grid and click Add a Field.
  3. On the screen that appears, select Contact as the field type, and then select from the options that appear.
  4. Click Save.

Edit or Delete a Contact Property Value

Contact property values can be updated in three places:

  • The Contact Profile page
  • The Contact Gallery
  • The Grid (Contact-based Lists only)

Note: You can add multiple values for Name, Email, Phone, and Address Company properties.

To update a Contact property from the Contact Profile page:

  1. Navigate to the Contact Profile page either via search, from the Contact Gallery, or by clicking the Contact’s name from the Stream.
  2. Scroll down to the Contact Details or Experience section.
  3. Click into the field you want to update, and make your changes as follows:
    • To add a new Company property—Click Add new and enter the information.
    • To edit the property information—Click in the field and enter the new information.
    • To delete the information—Click .
    • To make the information primary if you have more than one entry for that information (for example, multiple email addresses)—Click .
  4. Click Save.

To update a Contact property from the Contact Gallery or the Grid:

If the Contact property has been added to a Contact-based List as a field, you can update it from the Grid like any other field type. You can also update any Contact property from the Contact Gallery.

Note: You can’t edit the Current Company Duration or the Company History fields from the Contact Gallery or the Grid.

  1. Grid: Click on the Contact-based list.
    Contact Gallery: Click and then select Contacts.
  2. For a List, confirm that the relevant Contact property has been added as a field to the List. The Contact Gallery displays all Contact properties by default.
  3. Find the Contact you want to update by filtering or searching in the List or Gallery.
  4. Double-click in the cell.
  5. Edit the cell for the Contact property you want to update by doing one of the following:
    • To add a new Company property—Click Add New and enter the information.
    • To edit the property information—Click in the field and enter the new information.
    • To delete the information—Click .
    • To make the information primary if you have more than one entry for that information (for example, multiple email addresses)—Click .

Using Contact Properties

  • View multiple values for Company properties in the Grid—If you have a Name, Email, Phone, or Address field with multiple values, double-click in the field to view all the values. Multiple values are indicated by a blue triangle in the upper-right corner of the field.
  • Filter and sort in the Grid—You can filter and sort Contact properties in the Grid, so users can create unique filters and saved filters.
  • Customize Contact properties in the Contact Gallery—You can sort, reorder, and hide/show Contact properties displayed in the Contact Gallery.
  • Reporting—Currently, you can’t report on default Contact properties.

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