Introducing Contact Custom Fields in Certificate Builder

Contact Custom Fields In Certificate Builder

We are thrilled to announce an exciting update in our certificate builder functionality: the addition of contact custom fields! This enhancement allows users to leverage contact-level custom field values directly within the certificate builder, providing a more customized and personalized experience.

What’s New?

Users can now utilize custom fields related to their contacts in the certificate builder. This means you can pull non-standard contact custom data, in addition to the already available standard custom values. This added flexibility enhances the personalization options for your certificates.

Benefits of Using Contact Custom Fields

Greater Personalization

Custom fields enable you to include specific information unique to each contact, making each certificate truly personalized.

Streamlined Processes

With the ability to pull data directly from contact custom fields, manual data entry is minimized, reducing errors and saving time.

How to Use Contact Custom Fields

  1. Navigate to the certificate builder tool on SMBcrm.
  2. Select the contact custom fields you wish to include in your certificate.
  3. Customize the placement and appearance using the intuitive builder interface.

Enhancing Your Experience

This update aligns with our commitment to providing tools that enhance your ability to connect with your audience on a deeper level. Whether you're recognizing achievements, creating custom certifications, or simply aiming to provide a more tailored experience, the introduction of contact custom fields in our certificate builder is designed to support your needs.

For further information on this feature or to see other recent updates, feel free to visit our Product Updates page.

We appreciate your support as we continue to innovate and improve the services we offer. Happy certifying!


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