How to Use Custom Contact Fields

Learn to create and manage custom contact fields on DoubleTick. Create, capture, edit and delete specific customer data with text, date, number, or list 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? 👇

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How to Create Custom Contact Fields?

To perform this action via API, please visit this link

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

• To add a new field, click on the "Add Field" button

• Enter Field Name and choose Field Type

• There are four types of field types available:

Text

This field type allows you to capture textual information, such as names, addresses, or descriptions.

E.g. Customer Email

Date

Number

List

• Click on "Save Field" button, to save the Custom Field

• You can create additional custom fields with varying types based on your specific needs. 👇

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Edit Custom Field

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.

Delete Custom Contact

To delete a custom contact field,

• Click on the three dots next to the contact field you want to delete.

• Select the "Delete" option.

• A pop-up confirmation will appear.

• Click on the "Delete" button to confirm. The item will then be permanently deleted.