at the top to quickly find the Custom Field that you are looking for.
Viewing Contact Fields
By default, a set of standard Contact Fields will be created for the Workspace for Users to update Contacts' information. Standard Contact Fields cannot be edited or deleted from the Workspace as these fields may affect platform operations. The list of standard Contact Fields are as follows :-
The Contact's first name. The value can be provided by Channel if applicable.
The Contact's last name. The value can be provided by Channel if applicable.
The Contact's phone number. The value can be provided by Channel if applicable.
The Contact's email address. The value can be provided by Channel if applicable.
The Contact's country. The value can be derived from the Contact's phone number if applicable.
The Contact's preferred language. The value is derived from the Contact's client system if applicable.
The Contact's profile picture. This value can only be provided by the Channel if applicable and cannot be changed by the User.
Adding a New Custom Field
Custom Fields are User-created Contact Fields that help to further identify Contacts.
Step 1: Navigate to the Contact Fields Settings Page
From Settings Module, navigate to the menu item, Contact Fields.
Step 2: Press ADD CUSTOM FIELD
To add a Custom Field to your Workspace, press the blue ADD CUSTOM FIELD button at the top of this section. The Add Custom Field dialog will appear and fill in the required information.
Step 3: Name the Custom Field and describe it
Enter a name for the new Custom Field along with a short description. These fields will help you identify the Custom Field added and understand the intentions.
Tips: Make sure Custom Field names and standard Contact Field names are different to prevent dynamic variables in messages from retrieving the wrong data. Read more about dynamic variables here.
Step 4: Select a field type
There are various field types that you can set for your new Custom Field. Be sure to choose an appropriate field type to collect relevant and better information for your Contact.
You may select from the following field types :
Suitable for information with string as a format
E.g. Name, Address, Preferred Name
Suitable for information that has a limited set of values (Max character limit for the value is 20)
E.g. Plan Type Gender, Favourite Brand, Country, Customer Type
Suitable for information that has a true or false value
E.g. Lead Status, Allergic, Availability
Suitable for information that is in email format
E.g. Work email, Personal Email
Suitable for information that requires number format
E.g. Plan Value, Number of Transactions
Suitable for information that requires link format
Suitable for information that is in date format
E.g. Birthdate, Last transaction date
Suitable for information that is in time format
E.g. Preferred contact time
Tips: Choosing the right field type will enable information validation that will improve the collection of Contacts' information.
The platform no longer supports specifying a default value of a Custom Field due to server performance.
Editing a Custom Field
From the Custom Field record, you can press the Edit button under the Actions menu and this should open the Edit Custom Field dialog.
In this menu, you can make changes to the name, descriptions, values (if applicable) and default value.
Make the necessary changes and press UPDATE.
After a field is added, you cannot change the field type. If you need to do so, you can add another field with the preferred field type.
Deleting Custom Fields
When a Custom Field is no longer needed, it can be deleted from the Workspace by choosing Delete from the Actions menu.
Deleting a Custom Field will completely remove it from your Workspace and any data associated with the field will be removed.