Overview
Custom Fields lets you add extra data fields to the selected client's or workspace's contacts, such as account IDs, event details, or qualification flags. Fields apply across the selected client, including every campaign. Campaign-only fields are not supported. Fields appear on contact detail pages, imports, and exports, and each one can be filled into campaign emails, the Calling Context, the Email Context and call scripts with its {CF:Field Name} tag. An optional note on what each field means tells the AI how to use the data. Cards at the top count configured, required, and dropdown fields, and the field table lists each field's order, name (with its note underneath, when there is one), key, type, options, and whether it is required.
How to use this page
Select the client
Staff pick the client in the header switcher first. Client users manage the fields for their own workspace.
Add a field
Select Add Field (or Create first field when there are none). Enter a Field Name and choose a Field Type: Text, Number, Date, Dropdown, Yes / No, URL, Email, or Phone. For Dropdown, list the Options as comma-separated values in the order they should appear. Optionally fill in What this field means, a short note (up to 1,000 characters) such as when the date matters or how to mention it; the Email Sender Agent, the After Conversation Agent and the call teleprompter read it next to each contact's value. Select Create to save.
Decide what is required
Turn on Required field only for data every contact must have, so imports and contact updates are not blocked by non-essential data. With a keyboard, press Tab to focus Required field, then Space to turn it on or off. Select Create or Update to save.
Edit, reorder, or delete
Use the up and down arrows in the Order column to move a field; the order sets where fields appear on contact detail pages. Select the pencil to edit a field (its name, options, note and Required setting; the Field Type is locked once the field exists) and Update to save, or the trash icon to delete it after confirming.
Use a field in emails and calls
Type {CF:Field Name} in campaign email copy, the Calling Context or the Email Context, or pick the field from the Fields menu under Contact custom fields. Each prospect gets their own value. Write {CF:Field Name|fallback} to use the fallback text for contacts without a value; with no fallback, a missing value is left blank.
What the buttons do
- Add Field / Create first field
- Opens the New Custom Field form.
- Field Name
- The label people see for the field.
- Field Type
- The kind of data the field holds. Help text explains each type. When creating a field, focus Field Type and press Up or Down to open it. Use Up/Down to move, Home/End to jump to the first/last option, and Enter or Space to select. Escape closes only the dropdown and returns focus to its button; the form stays open. Tab closes the dropdown and moves on. Field Type is locked after creation.
- Options (comma-separated)
- Shown only for Dropdown fields. Lists the allowed choices in display order.
- What this field means
- Optional note, up to 1,000 characters, that tells the AI how to understand and use this data in emails and calls. The hint under it shows the field's {CF:Field Name} tag and its fallback form. The note shows under the field name in the table.
- Required field
- Marks the field as required. Click the toggle or focus it with Tab and press Space. A visible outline shows keyboard focus. Use sparingly.
- Create / Update
- Saves a new field or your edits. Cancel closes the form without saving. After a successful save or Cancel, keyboard focus returns to Add Field for a new field, or to the field's Edit button when editing. Create first field also returns focus to Add Field. If saving fails, the form stays open so you can correct the problem and retry.
- Order arrows
- Move a field up or down in the list and on contact detail pages.
- Edit / Delete
- The pencil edits a field. The trash icon deletes it after a confirmation.