Custom Fields

Extend contact records with custom fields to store additional information specific to your business needs. Custom fields help you capture unique data like Company Name, Industry, Product Interest, or any other attribute.

✕

Available Field Types

• Available Field Types : Options
  • • Text : Single-line text input for short text (e.g., Company Name)
  • • Textarea : Multi-line input for longer text (e.g., Notes, Comments)
  • • Number : Numeric input (e.g., Order Quantity, Employee Count)
  • • Date : Date picker for date values (e.g., Last Contact Date)
  • • Dropdown : Select from predefined options (e.g., Industry, Product Interest)
  • • Checkbox : Yes/No or multiple selections (e.g., Subscribed, Terms Accepted)

Choose the field type that best matches the data you want to store. Each type has its own input interface and validation rules.

Creating a Custom Field

✕

• Creating a Custom Field : Steps
  • • 1. Click : + New Custom Field button at the top left
  • • 2. Enter Name : Descriptive name (e.g., Company Name, Industry)
  • • 3. Select Type : Choose field type: Text, Textarea, Number, Date, Dropdown, or Checkbox
  • • 4. Add Options : (For Dropdown) Click + to add each option value
  • • 5. Required : Check if field must be filled when adding/editing contacts
  • • 6. Click Submit : Save the custom field

Example: To track Industry, create a Dropdown field with options like Technology, Healthcare, Retail, Finance.

Viewing Custom Fields

• Custom Field List Features : What you see
  • • ID : Unique identifier for each custom field
  • • Name : The label of the custom field
  • • Type : Field type (Text, Dropdown, etc.)
  • • Options : (For Dropdown) Shows available options
  • • Required : Indicates if the field is mandatory
  • • Action : Edit or Delete the custom field
  • • Search : Quickly find fields by name

All custom fields are immediately available in contact forms after creation. No need to restart or reload the application.

Editing Custom Fields

• Editing Custom Fields : Modifications
  • • Click Edit : From Action column in the custom field list
  • • Update Name : Change the field label
  • • Change Type : Switch field type if needed (may affect existing data)
  • • Modify Options : (Dropdown) Add, edit, or remove option values
  • • Toggle Required : Make field mandatory or optional
  • • Click Submit : Save your changes

Warning: Changing field type may affect existing contact data. Review contacts using the field before making type changes.

Using Custom Fields in Contacts

• Using Custom Fields in Contacts : Application
  • • Add Contact : Custom fields appear in the contact creation form
  • • Edit Contact : Update custom field values from contact edit popup
  • • Import : Include custom fields in CSV imports (use exact field names)
  • • Filter : Filter contact list by custom field values
  • • Display : View custom field data on contact detail pages
  • • Messages : Use custom field variables in WhatsApp templates for personalization

Custom fields integrate seamlessly with all contact management features including bulk import, export, and messaging.

Best Practices

• Best Practices : Tips
  • • Plan Ahead : Define all necessary fields before importing large contact lists
  • • Use Dropdowns : For standardized data (e.g., Industry, Region) to ensure consistency
  • • Descriptive Names : Use clear field names that indicate purpose
  • • Avoid Over-Customization : Too many fields can clutter forms and confuse users
  • • Test First : Create and test custom fields with a few contacts before full deployment
  • • Document Fields : Keep internal notes on what each field is for and how it should be used