Adding new fields to contact cards: Difference between revisions
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|description=How do I add a new field to a contact card | |description=How do I add a new field to a contact card | ||
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Additional user fields can be added to contact cards when editing a [[contact templates |contact template]] | Additional user fields can be added to contact cards when editing a [[contact templates |contact template]] by clicking the "plus" icon. | ||
*In the form that opens, select the field type, enter a name, and configure additional parameters depending on the field type: | *In the form that opens, select the field type, enter a name, and configure additional parameters depending on the field type: | ||
*Set access to this field for employees or customers. | |||
*If needed, you can move it to the desired panel from the field itself. | |||
*Set access to this field for employees or | |||
==Important== | ==Important== | ||
If the field were created at an earlier point, it | *If the field were created at an earlier point, it will appear in the list of fields. | ||
*You don't need to create the field again: you can create a field once and use it multiple times in any contact template where it's relevant. | |||
==Additionally== | |||
*[[Contact templates]] | |||
*[[How to display the necessary field on the main panel of the contact card?]] | |||
*[[Types of custom fields]] | |||
*[[Sets of custom fields]] | |||
== Go To == | == Go To == | ||
*[[Contacts]] | *[[Contacts]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 15:06, 11 November 2025
Additional user fields can be added to contact cards when editing a contact template by clicking the "plus" icon.
- In the form that opens, select the field type, enter a name, and configure additional parameters depending on the field type:
- Set access to this field for employees or customers.
- If needed, you can move it to the desired panel from the field itself.
Important
- If the field were created at an earlier point, it will appear in the list of fields.
- You don't need to create the field again: you can create a field once and use it multiple times in any contact template where it's relevant.
Additionally
- Contact templates
- How to display the necessary field on the main panel of the contact card?
- Types of custom fields
- Sets of custom fields