Help Center

What Are Contact Fields? How Can You Add and Use Them?

Last Updated: Jun 23, 2017 05:05AM EDT
In the Account Settings, you will find the Contact Fields tab.  Here you will be able to add specific, custom fields to the Contact Bar. This is particularly handy when you need to store extra contact information specific to your company / brand, e.g. a client number or an order number. 

To add a new Contact Field to the Contact Bar, you can click on ‘Add New Contact Field’. You will then get to see a pop-up where you will be able to choose between the four different categories: Text, Number, List or True/False. 
 

 


Different Contact Field Categories
 
Text
By choosing the Text Category, you will be able to add a custom text to the Contact Bar. For example, you can choose to add the address of every new customer in a separate Contact Field.
 

 
 
Number
Here you can add an attribute that can only be awarded in numbers. For example, you can choose to add a Contact Field for the specific, client company number.
 

 
 
 

List
You have the option to add a Contact Field where the agent has to choose between a list of values. In the Contact Bar, below the Contact Field there will appear a drop-down with the possible choices. For example, how many items did this customer purchase?  
 
 


 

True/False
By selecting true/false you can add an attribute that can only have the True or False condition to be set in the Contact Bar. If you choose to enable the “true value”, the box next to the attribute will be checked – and can be unchecked False if necessary.
 


 

Where to Find the Contact Fields in the Inbox
 
You can find the Contact Fields in the Contact Bar on top of the Context View. By easily hovering over the Contacts’ name, the custom Contact Fields will appear automatically.
 
 
 
 

Contact Us

support@engagor.com
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