Custom fields and values
Store your own data on each contact and reuse it in messages.
5 articles
No results. Try different words.
- How to create a custom fieldIn Settings › Custom Fields, pick the object (for example, Contacts), click Create Field, choose the type, give it a name and folder, and click Create Custom Field. The field then shows up on records, forms, filters and automations.
- How to create and use custom valuesIn Settings › Custom Values, click Add Custom Value, give it a name, enter the value (for example, your business phone number) and save. Then insert it into messages, emails, workflows or pages; if you change the value, it updates everywhere.
- How to store files on a contact with a File Upload custom fieldIn Settings › Custom Fields, create a File Upload field (set accepted types, max size and whether it allows multiple files). Then, on the contact page, find the field in its folder, click Upload File and pick the document. You can view, replace or delete the file right there.
- How to use merge fields (customer name, appointment date…) in messages and set a fallback valueWhile writing an email, SMS, document or workflow action, place the cursor where you want the data, click the merge field icon (or { }), search for the field (for example Contact First Name) and insert it. In emails, click the inserted tag to set the fallback text shown when the field is empty.
- Which custom field type to choose (URL, date and time, rich text, users, options with images)In Settings › Custom Fields, when creating a field pick the type that fits the data: URL (with domain controls), Date and time (date only, time only, or restricted to future/past dates), Rich Text, Users (one or several team members, with follower access) or checkbox/radio options with images.