# How to Use Custom Contact Fields

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Custom contact fields allow you to create tailored attributes to store specific customer data, enhancing your ability to personalize interactions and better understand your clientele.

These fields serve as customizable data points, enabling efficient organization and better understanding of individual preferences and needs.

## Checkout the video on How to create and manage custom fields? 👇

{% embed url="<https://youtu.be/TDe1cS3IK2M>" %}

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## How to Create Custom Contact Fields?

*<mark style="background-color:green;">**To perform this action via API, please visit**</mark>* [*<mark style="color:red;background-color:green;">**this link**</mark>*](https://doubletick.readme.io/reference/customer-assign-tags-custom-fields)

* **Navigate to the settings menu and select "Custom Contact Fields."**

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FTDmrXiHrwuH154tnf5EK%2Fconversation%20marked%20done%20(2).gif?alt=media&#x26;token=3620da36-3bfd-44e3-afbc-ca1eef7d65c5" alt=""><figcaption></figcaption></figure>

* To add a new field, click on the "<mark style="color:green;">**Add Field**</mark>" button <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FuxcfqP1RjpYmDX1v0SFq%2Fimage.png?alt=media&#x26;token=927b616f-efed-4bdc-9390-1097e6be204b" alt="" data-size="line">
* Enter **Field Name** and choose **Field Type**&#x20;

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FM2LT3z61AipX6J6EYUw6%2Fimage.png?alt=media&#x26;token=03cc4183-1827-4f95-98e6-bb98de676b21" alt=""><figcaption></figcaption></figure>

* There are four types of field types available:

{% tabs %}
{% tab title="Text" %}
This field type allows you to capture textual information, such as names, addresses, or descriptions.&#x20;

E.g. Customer Email

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FZIXUhANFjlMvl00bAqgv%2Fimage.png?alt=media&#x26;token=72575c52-5de7-4f59-a3a6-137da770cf73" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Date" %}
Date fields are used to record specific dates or date ranges. They are ideal for capturing information like birthdates, appointment dates, or renewal dates.&#x20;

E.g. Customer Birthdate&#x20;

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FIPtFH5eCINF4cmReOgy2%2Fimage.png?alt=media&#x26;token=ee4b6674-fb56-4abb-b024-a5c77e06dbfe" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Number" %}
Number fields are designed to store numerical values, such as quantities, monetary amounts, or numerical identifiers.&#x20;

E.g. Contact Number, Quantity

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FUE1NQY2PEJ3leZyNeYp6%2Fimage.png?alt=media&#x26;token=7fc129b3-0623-4c1b-8eb7-ccbf70616931" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="List" %}
List fields enable you to create predefined options or choices to select from. This type of field is useful for categorizing data or providing standardized selections, such as status options.&#x20;

E.g. Status (list down multiple status)

To Add a status, enter Item name and clcik on "**Add Item**" button <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FqTu8QJlHhCwzLR1MBkrF%2Fimage.png?alt=media&#x26;token=91e0ca3a-7b9c-416d-af83-200e47fe436a" alt="" data-size="line">

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FatV80Ytkp82TJW4D8bTZ%2Fimage.png?alt=media&#x26;token=75ff5a78-0ea2-400c-8da5-c2c398d72bf4" alt=""><figcaption></figcaption></figure>

Repeat the same process to add multiple Status (Field Values)

### Edit

To **Edit** a value clcik on the edit button <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FEnTsH3Swh9CovQUxEkQo%2Fimage.png?alt=media&#x26;token=b2bfc046-4882-4e48-bbb2-6de3a8c04290" alt="" data-size="line">, a "Edit list item" pop up will appear. Modify the value and click on **Done**.

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FR00gLnlxlYlRdvEwYoTV%2Fedit%20list%20time.gif?alt=media&#x26;token=c53a080e-6e34-41dc-88c0-5cea4f8d799d" alt=""><figcaption></figcaption></figure>

### Delete

Click on the delete icon <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FXHm1zbeCp1KtK7Y8N61y%2Fimage.png?alt=media&#x26;token=ab370411-2d7f-494f-a43e-cb9dce2fda1f" alt="" data-size="line"> to delete a field value

## Reposition

This action allows you to customize the layout of fields according to your preference. To reposition a field, simply click on the icon  <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2Fg9wRAEQjDumuWYEhml9h%2Fimage.png?alt=media&#x26;token=f29caedc-a32a-4ec3-a883-ad3b6d6b6a58" alt="" data-size="line">and drag it to the desired location. 👇

{% endtab %}
{% endtabs %}

* Click on "<mark style="color:green;">**Save Field**</mark>" button, to save the Custom Field <img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2Fbo8Lxj99HNXWcmsAhv2X%2Fimage.png?alt=media&#x26;token=c8f6fecf-f7e2-4a89-9e22-e1d9a3a7dee5" alt="" data-size="line">
* You can create additional custom fields with varying types based on your specific needs. 👇

<div align="left"><figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FHBChkMdewh7r5s0x0Xh8%2Fimage.png?alt=media&#x26;token=6ccfd889-73d1-4271-b04b-3cbe2d3a1eea" alt="" width="563"><figcaption></figcaption></figure></div>

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## Edit Custom Field

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To edit a custom contact field, click on the three dots next to the field you want to modify, then select "Edit." Make the necessary changes and click "Save Field" to confirm the updates.

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2Frfp8ONr9uIQCmcPGTXAd%2Fedit%20custom%20fields.gif?alt=media&#x26;token=79a08860-75e5-4dd8-9c66-e593cc4be3a2" alt=""><figcaption></figcaption></figure>

## Delete Custom Contact<br>

To delete a custom contact field,&#x20;

* Click on the three dots next to the contact field you want to delete.&#x20;
* Select the "Delete" option.&#x20;
* A pop-up confirmation will appear.&#x20;
* Click on the "Delete" button to confirm. The item will then be permanently deleted.

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FWE4qwJOagE72Skl0oOyR%2Fdelete%20custom%20field.gif?alt=media&#x26;token=ea94387d-8dd8-4a58-b038-176329c9fdbd" alt=""><figcaption></figcaption></figure>
