Using Contact Custom Fields in Certificate Builder

The Certificate Builder now supports the use of contact-level custom fields. This feature enables you to incorporate personalized data from your contacts into certificates, beyond the standard predefined values.

How It Works

When designing certificates, you can access and insert any custom field associated with a contact record. This allows for greater flexibility and personalization, ensuring each certificate reflects unique contact information stored in your CRM.

Benefits

• Utilize non-standard contact data in certificates
• Create highly personalized and relevant certificates
• Leverage all custom fields you've defined for contacts