Types of Custom Fields

• Text: Store textual information.

• Number: Record numerical values.

• Link: Save URLs for easy access.

• Attachment: Attach files directly to contacts.

• Single Dropdown: Choose from a predefined list of options.

• Team Member: Assign a team member to a contact.

• CheckBox: Mark options as selected or not.

• Phone Number: Store contact phone numbers.

• Timestamp: Record date and time information.

This feature enables more efficient and personalised communication by allowing you to tailor data parameters for each contact.

How to use custom Fields?

Let's take an example here, as you saw in the visual above, I have created a custom field named "Company", which includes the 3 options - "Pepsi", “CocaCola”, “ChatDaddy”. So you must be thinking about how to use it.

Well, we can use this custom field in the inbox. When you write '{', a dropdown of all your custom fields will appear. You can select the one you want, and it will send the data inside the custom field as the message.

In this case, when you select the "Company" custom field in the dropdown and send the message, it will appear as "Pepsi" in the chat.

Custom Field Limitation

When creating custom fields, please note that the period sign (.) cannot be used within the field name due to system limitations.

Whenever the period sign is being use on field name, this error will appear on screen.

If you need to indicate subsections or subcategories, please use alternative symbols.

Examples of Recommended Alternatives:

• Not approved : 1.1, 1.2, 1.3 ❌

• Approved : 1_1, 1_2, 1_3 ✅

Delete a Custom Field

1. Go to Contact Management → Custom Fields.

2. Find the custom field you want to remove.

3. Click the ⋮ menu next to it and select Delete.

4. Confirm to permanently remove it.