Reference Guide Table
| Field | What to Store Here |
|---|---|
| Rep Number | Your AKL rep number |
| Birthday | Contact's birthday — great for a personal check-in |
| Anniversary | Their wedding or other milestone anniversary — a gifting opportunity |
| Customer # | Their AKL account number if they're already a customer |
| First Order Date | When they first purchased |
| Last Order Date | When they last purchased — useful for re-engagement |
| Items Owned | What AKL products they already have |
| Wish List | What they wanted but didn't buy — perfect for follow-up |
| Name of Spouse or S.O. | Their partner's name — a small detail that goes a long way |
| Where Did We First Meet? | How the relationship started |
| AKL Owner? | Yes or No — do they already own AKL products? |
| RLT | Your internal reference field |
| BIZ | Business-related notes |
Your account has custom fields that store important information about each contact beyond the basics. These fields make your follow-ups feel personal and informed.
To fill in a custom field: 1. Open a contact's record 2. Scroll down to the **Custom Fields** section 3. Click any field to edit it 4. Click **Save**
Related Starter Guides
Have Questions?
If you have questions about upgrading your account or need assistance with your Starter setup, contact your account administrator.
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