> For the complete documentation index, see [llms.txt](https://docs.limephone.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.limephone.io/contacts/lists-tags-and-custom-fields.md).

# Lists, tags & custom fields

Organize your contacts into lists for campaigns, label them with tags, and define your own data fields.

## Lists

Lists group contacts so you can target them together — most importantly as the audience for an SMS campaign.

To manage a contact's lists, open the contact's detail panel in **Contacts**:

1. The **Lists** section shows every list the contact belongs to as a badge.
2. Choose **Add to List** and search for the list you want.
3. To remove the contact from a list, click the **×** on that list's badge.

You can also **filter the Contacts page by list**, so it's easy to review who's in an audience before you send to it. There's no bulk add-to-list or in-page list creation right now — contacts join lists one at a time from their detail panel.

## Tags

Tags are free-form labels you attach to contacts — "VIP", "supplier", "follow up", whatever fits how you work. Apply them from the contact detail panel, then use them to filter your contacts.

Tags are managed in **Settings → Data fields**, which shows every tag with how many contacts use it. From there you can:

* **Create** a tag ahead of time (e.g. "VIP", "New Lead", "Event").
* **Rename** a tag — the rename applies to every contact carrying it.
* **Delete** a tag — this removes it **from all contacts** at once, so check the usage count first.

## Custom fields

Define your own contact fields in **Settings → Data fields**. The page lists the built-in **System Fields** (first/last name, email, phone, company, address fields, status, source, notes, tags, groups) and lets you add **Custom Fields** for data specific to your business — an account number, a plan name, a region.

When creating a field you set:

| Setting            | Notes                                                                                              |
| ------------------ | -------------------------------------------------------------------------------------------------- |
| **Field Label**    | The display name, e.g. "LinkedIn Profile"                                                          |
| **Field Type**     | Text, Long text, Number, Email, Phone, URL, Date, Date & Time, Dropdown, Multi-select, or Checkbox |
| **Options**        | For Dropdown and Multi-select — the choices users pick from                                        |
| **Description**    | Optional — helps your team understand the field                                                    |
| **Default Value**  | Optional                                                                                           |
| **Required Field** | Toggle                                                                                             |

Surfacing custom fields on contacts is limited today; the Data fields page is where you define the structure.

## FAQ

**Lists vs tags — which should I use?** Lists are audiences: they're what SMS campaigns send to. Tags are descriptive labels for filtering and finding contacts. A contact can have any number of both.

**If I rename a tag, do I have to re-tag everyone?** No — renaming in **Settings → Data fields** updates the tag on every contact that has it.

**What happens to contacts when I delete a list or tag?** The contacts themselves are untouched — only the grouping/label disappears. Deleting a tag strips it from all contacts immediately.

**Can I import contacts straight into a list?** Import creates or updates the contacts; adding them to a list is currently a separate, per-contact step from the detail panel.