Custom fields

How do I create, display and use custom fields?

In this article: 

Creating and deleting custom fields
Displaying custom fields in the overview

Data types
Using custom fields
Video tutorial: Import contacts & use custom fields

Creating and deleting custom fields

Under the Contacts menu item, you can click on "More" at the top right. In the menu that then opens, click on "Contact properties".

helpdesk_benutzerdefinierteFelder_kontakteigenschaften_en

A window opens in which you click on "Add a field" on the top right. You can now enter a name for your new field in the "Field name" column. The field with the unique ID is generated automatically. 



helpdesk_benutzerdefinierteFelder_Feldname_en

In the "Data type" column, select the type of property you want to create. For an overview of the data types, go directly to the Data types section.

If you wish, you can sort the user-defined fields using the button on the far left. 

After you save your changes, the field is available in every contact overview. 

If you want to delete a custom field (a placeholder), you can do this at the same place. To do so, simply click on the red bin symbol behind the respective field and save. 

Displaying custom fields in the overview

If you want to see a specific custom field in the contact overview, you can set this in the same place where you create new fields. 

Open the settings for custom fields as described above (In the contact overview, click on More ->Contact properties in the top right-hand corner).

helpdesk_benutzerdefinierteFelder_spalte_en

Next to each user-defined field, you can use the slider on the left to select whether the field should be displayed in the contact overview. 

Remember to save your changes.

Data types 

Text

Creates a text field in which a short text can be entered. 

Integer

Creates a field in which an integer can be entered, i.e. a number without decimals.

Decimal number

Creates a field in which a decimal number can be entered.

Date

Creates a field in which a date can be entered.

Single selection

Creates a field in which you can create several options, one of which can be selected in the contact. 

Multiple selection

Creates a field in which you can create multiple options, several of which can be selected in the contact.

Checkbox

Creates a field that can be selected or deselected in the contact.

Phone number

Creates a field in which a telephone number can be entered.

E-mail

Creates a field in which an e-mail address can be entered. 

Text area

Creates a larger field in which you can enter text, suitable for longer texts such as notes or instructions.

 

 

Using custom fields

You can insert your custom fields into your SMS using placeholders. 
Please find detailed instructions on how to use placeholders in the article Personalized SMS.

 

Video tutorial: Import contacts & use custom fields

Watch our video tutorial on how to upload contacts and use custom fields.

 

Still have questions? Contact our support team.