Customization on Contacts and Organizations

Custom Fields on Contacts

Defined at: the Account level
Stored on: every Contact record in the account

Account-level contact custom fields apply to every contact in your account. Define them once; they appear on every contact record. Use them for:

  • Donor classification fields (giving level, relationship stage)
  • External system identifiers (CRM ID, donor database number)
  • Programme-specific flags (board member, major gift prospect, newsletter subscriber)
  • Any contact attribute your organisation tracks

Configure at: Configuration → Custom Properties (select Contact type)

Access in scripts: contact.get('FieldName').value

Available as columns in Contact list views: tick the field in the column selector.

Available in reports: Contact custom fields appear automatically as selectable columns. Use Contact.* in report queries to include all contact custom fields.

Custom Fields on Organizations

Defined at: the Account level
Stored on: every Organization record in the account

Organization custom fields work identically to contact custom fields, applied to all organizations in the account. Use them for:

  • Employer classification (size, industry, giving history tier)
  • External identifiers (HR system code, federation membership number)
  • Contact information overrides and notes

Access in scripts: organization.get('FieldName').value

Integration Codes on Contacts and Organizations

Integration codes on contact and organization records are hidden custom fields used for back-office data — external system IDs, GL codes, and configuration values not shown in the standard UI.

→ Full reference: Where Custom Fields Live