Contact Fields

Contact fields refer to the items of a customer profile. Check out how to create and manage this part.

Field types

There are ten types of contact fields. Below are the descriptions.

Text

Inline text content

Textarea

Multiple Lines Text Content

Select

Dropdown and select one option only

Checkbox

Checkbox for selecting one or multiple options

Radio

Select one option only

Date

Format: DD/MM/YYYY

Time

Format: HH:MM A/PM

User

Select 1 Login User

Multiple User:

Select 1 or Multiple Login User(s)

Email

Email address

Add a Contact Field

1. Click Add Contact Fields

2. Fill in fields and click Save

Edit a Contact Field

1. Click ⋮ and View

2. Click Edit

3. Edit fields and click Save

Reorder fields

There are two approaches to reorder the contact fields.

Approach 1:

Click Move Up or Move Down

Approach 2:

Directly edit the order number of the contact field

Delete a Contact Field

Click ⋮ and Delete

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