Adding new fields to contact cards

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

Go To

• Contacts
• Feature Description