Adding new fields to contact cards

Additional user fields can be added to contact cards when editing a contact template:

• 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 clients:

After you save the created field, it will appear at the bottom of the template. You can move it to the desired panel using a couple of methods:

• By choosing the desired panel from the field itself:

• Drag & drop it manually into the desired field:

Or by dragging and dropping:

Important

If the field were created at an earlier point, it would be in the list of fields found on the form's left-hand side. 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.

Go To

• Contacts
• Feature Description