Add custom fields to contacts
Create custom contact fields in Upper to store data unique to your business — route zones, customer types, account numbers — then filter, column, and route by them.
Custom contact fields let you store information that's specific to how your business segments customers — route zones, customer types, account numbers, or anything else you'd want to filter, sort, or organize by. Standard fields like name, address, and phone cover the basics; custom fields turn a generic address book into one that mirrors your operation.
Once you define a custom field, it becomes part of the contact record: it appears on the contact drawer, can be shown as a column in the contact list, and can be used as a filter.
Before you start
- Where they're defined — Custom contact fields are set up in Settings > Customization > Custom Fields, under the Contacts scope. Fields you create for contacts are separate from fields in other areas and don't carry across scopes.
- Plan ahead — Decide on your field names before you create them, and keep them consistent so they're easy to filter on later.
Upper has separate custom-field scopes for different areas. Make sure you're working under the Contacts scope so the fields show up on your contact records.
Create a custom contact field
Open custom field settings
Go to Settings > Customization > Custom Fields and select the Contacts scope.
Add and configure your field
Add a new field and give it a clear name (for example, "Route Zone", "Customer Type", or "Account Number"). Configure the field's options, including whether it's required.
Save
Save your changes. The new field is now part of every contact record.
Mark a field required only if you want it enforced on every contact. When a custom field is required, Upper blocks saving a contact on the Other Info tab until that field has a value.
Add values to a contact
Custom contact fields appear on the Other Info tab of the contact drawer. (This tab only shows up once at least one contact custom field is configured.)
Open a contact
From Manage > Contacts, add a new contact or open an existing one to edit it.
Fill in the Other Info tab
Switch to the Other Info tab and enter the values for your custom fields, then save the contact with Done.
You can also map custom fields when importing contacts — both the Import Contacts and Import Contacts With Preview flows let you map spreadsheet columns to your contact custom fields.
Where custom fields show up
Once defined, a contact custom field appears in three places:
- On the contact record — under the Other Info tab when adding or editing a contact.
- As a list column — custom fields become selectable columns in Customize Columns, so you can show them alongside Full Name, Address, and the other contact columns.
- As a filter — each custom field gets its own section in the Filter dropdown, with a multi-select list of that field's values, plus Search, Select All, Reset, and Apply.
Keeping a custom field's values consistent (the same spellings each time) makes the Filter dropdown far more useful — you can pull every contact in a given zone or customer type in one click before building routes from them.
Common uses
- Territory grouping — A "Route Zone" field lets you filter contacts by area before building zone-specific routes.
- Customer segmentation — A "Customer Type" field helps you separate, for example, residential from commercial customers.
- External system reference — An "Account Number" or external ID field keeps Upper aligned with your CRM or other systems.
Troubleshooting
Related
Add a contact manually
Add a contact to your Upper address book by entering an address plus optional details like name, phone, email, time windows, and driver notes.
Contact fields reference
Every field on an Upper contact record: name, address, phone, email, service time, time windows, notes, stop type, drivers, parcels, and custom fields.