Secondary information tab

Pour :Administrateur

View of the 'secondary tab' page

The Secondary Information tab gathers two types of data that don't fit into the contact's standard identity:

1. The categories (labels/tags) that segment your base.
2. The custom fields specific to your organization.

This is where you enrich a profile beyond the native fields: to distinguish board members from volunteers, to note the internal member number, to track a kashrut preference, etc.

Section 1 — Categories

The categories are free-form labels you apply to contacts to group them.

How do categories work?

• A category is simple text: Regular donors, Board members, Volunteers, Bereaved families, Gala 2026…
• A contact can carry zero, one or several categories simultaneously.
• A category created for a contact becomes available for all other contacts in the base.

Categories are used to:

Usage	Example
Filter the catalog or advanced search	See only the Regular donors
Target a message send	Send an SMS to the 80 people categorized Gala March 2026
Restrict access	Limit a team to the Bereaved families category (advanced system)

View and manage categories

The card displays all the categories carried by the contact, as red labels.

• If the contact has more than 3 categories, only the first 3 appear with a +N counter. Click on See more to expand the list.
• Clicking on a label offers to remove the contact from this category. A confirmation is requested.

Add a category

"Add this contact to a category" button at the top right of the card.

1. 1

   Click on the Add button

   A window opens with an input field and the list of existing categories.

2. 2

   Choose or create

   Type the name of a category: if it exists, you can select it from the list; otherwise, you can create it by validating. You can add several at once.

3. 3

   Validate

   All selected categories are added to the contact in one operation.

Tip: to label multiple contacts at the same time, use Bulk actions from the catalog instead.

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Naming strategy for categories

A best practice: prefix or suffix your categories with their role to group them visually in the catalog filter. For example [Don] Regular, [Don] Monthly, [Don] Top 100; or [Event] Gala 2026, [Event] Passover 2026. On bases with 50+ categories, this system greatly simplifies reading.

Section 2 — Additional information (custom fields)

The custom fields (also called fields internally) are tailor-made metadata that your organization defines to enrich its contact profiles.

When to use a custom field rather than a category?

Question	Use…
"Is the contact in group X or not?"	A category (binary)
"What is their value of X?"	A custom field (carries a value)

Example: to manage the member number, use a custom field (each contact has a different number). To manage the status "member up to date with membership", use a category (the contact is in it or not).

The five field types

Type	When to use	Example value
Text	Free textual information	Member number: ADH-2026-0042
Number	Exploitable numerical value	Seniority: 12 (years)
Yes / No	Structured True/False	Board member: Yes
Date	Date without time	Arrival date: 14/09/2018
Date & Time	Precise date to the minute	Last profile update: 17/05/2026 at 14:32

For Text fields, autocomplete offers values already entered for other contacts. This avoids typos (Regular vs Régulier) and guarantees consistency.

View and manage fields

The card lists each contact's field with:

• The field name (the key).
• The formatted value according to type (date in local format, yes/no translated, etc.).
• A copy button (except for Yes/No fields).
• A delete button (red trash icon).

Deleting a field only removes its value for this contact — the field definition remains available for other contacts.

Add secondary information

"Add secondary information" button at the top right of the card.

1. 1

   Choose an existing field or create one

   Autocomplete offers fields already defined in your organization, with their type in parentheses (Member number (Text)). Type a non-existent name to create a new field.

2. 2

   Select the type

   Five possible types: Text, Number, Yes/No, Date, Date and Time. If you reuse an existing field, the type is imposed.

3. 3

   Enter the value

   The form adapts to the type: text field, numeric selector, yes/no choice, date or date-time selector.

4. 4

   Validate

   The new secondary information is added to the profile.

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Type consistency

Once a field is created with a given type, this type is fixed for the entire organization. If you want to change a Secondary phone field (Text) to Number, you must create a new field and manually migrate the values. Think carefully about the type when creating.

Complete example

Imagine the profile of Yossi Mizrahi, congregant of a religious association:

Categories:

• Regular donors
• Board members
• [Event] Bar mitzvah 2026

Additional information:

• Member number (Text): ADH-2024-0017
• Annual fee (Number): 120
• Council member (Yes/No): Yes
• Arrival date (Date): 04/09/2024
• Kashrut preference (Text): Glatt

All these elements become filterable in the advanced search and exportable in CSV (each custom field becomes a column, each category becomes a boolean column).

Going further

• Main information tab — identity and contact details
• Bulk actions — add a category to multiple contacts at once
• The contact profile — general structure
• Understand a contact — distinction contact / category / custom field