Custom contact fields: 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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You can create custom fields in [[Contact templates | contact template]] editing mode:
There are two ways to create custom contact fields:
In the '''Account management – Custom fields – Contact fields:'''
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In the form that opens for adding a new custom field, select the field type, enter a name, and configure additional parameters depending on the field type:
By clicking the '''New field''' button:


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You can also set access to this field for employees or clients:
When you create a field, you can immediately select the [[Sets of custom fields|set]] in which it is to be created:


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The field you create will appear in the '''Main field set''' section that can be found at the bottom of the list of panels and fields. You can add it to one of the panels in the contact form by clicking its name in the list:
After the field has been created, it is displayed in the [[contact templates]] as follows:


https://pic.planfix.ru/pf/YX/jelbvY.png
https://s.pfx.so/pf/yG/aQvfOA.jpg


Or by dragging and dropping:
The second way to create custom contact fields is described, [[How do I add a new field to a contact card|here]].
 
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===Please note:===
If the field was created at an earlier point, it will be in the list of fields that can be found on the left-hand side of the form. 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.





Latest revision as of 15:06, 15 January 2025

There are two ways to create custom contact fields: In the Account management – Custom fields – Contact fields:

Zpxz6j.jpg

By clicking the New field button:

cbiIFj.jpg

When you create a field, you can immediately select the set in which it is to be created:

lUEqfi.jpg

After the field has been created, it is displayed in the contact templates as follows:

aQvfOA.jpg

The second way to create custom contact fields is described, here.


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