# Field Collection

It helps you:

* Store additional customer information
* Standardize data collection
* Improve contact organization
* Streamline internal workflows

Custom fields created here are available inside the **Contacts** screen for data entry and management.

{% embed url="<https://app.supademo.com/demo/cmlg7uowe0qpa60aefcxaqkxb?utm_source=link>" %}

### Access Field Collection &#x20;

You can access Field Collection using either of the following methods.

#### Method 1: From Contact Screen &#x20;

1. Go to the **Contacts** screen

{% embed url="<https://app.supademo.com/demo/cmojiildd00aaxx0j4r807pbo?utm_source=link>" %}

1. Click **Settings** (near the **Add Customer** button)
2. Select **Field Collection** from the dropdown

{% embed url="<https://app.supademo.com/demo/cmojikmgp00dl000ksxsfjcaj?utm_source=link>" %}

#### Method 2: Using Global Search &#x20;

1. Click the **Search icon**\
   or\
   Press **Ctrl + K (Windows) / Cmd + K (Mac)**
2. Type **Field Collection**
3. Select it from the dropdown list

{% embed url="<https://app.supademo.com/demo/cmomper9d00jvy30jutoi0dsn?utm_source=link>" %}

You will be redirected to the Field Collection page.

### Create a Custom Field &#x20;

1. Click the **Add button** (top right corner)

{% embed url="<https://app.supademo.com/demo/cmompo8w700s3zo0if5ocq9ew?utm_source=link>" %}

2. Enter the **Field Name** (Label)

{% embed url="<https://app.supademo.com/demo/cmomprdhk00l3y30jaiqce8gh?utm_source=link>" %}

1. Enter a **Hint** (to guide users on what data to enter)
2. Select the appropriate **Data Type**

### Select Data Type &#x20;

Choose the data type based on the information you want to collect.

{% embed url="<https://app.supademo.com/demo/cmojir02y00e5000kw3j6eig8?utm_source=link>" %}

Available Data Types &#x20;

1️⃣ Text

* Accepts alphabets and numbers
* Example: Name, Company Name

2️⃣ Text Area

* Accepts paragraph-style input
* Example: Address

3️⃣ Number

* Accepts integers and decimal values

4️⃣ Email

* Accepts valid email format
* Example: <abc@gmail.com>

5️⃣ Select

* Allows selection of one option from a dropdown
* Example: Location, Gender
* Use when only one option must be selected

6️⃣ Date

* Accepts date and time in specified format
* Example: 07-Jun-2024 6:00 PM

7️⃣ Switch

* Toggle option (On/Off)
* Example: True / False

8️⃣ Phone Number

* Accepts numerical input for phone numbers

9️⃣ Multi-select

* Allows selection of multiple options from a dropdown
* Example: Customer Behavior

### Set Field Properties &#x20;

After selecting the data type:

{% embed url="<https://app.supademo.com/demo/cmojjzdvh00ox100jm16ol1st?utm_source=link>" %}

1. Toggle the **Status** to enable or disable the field
2. Toggle the **Required** option to control mandatory field visibility
3. Click **Save**

The custom field will be created successfully.

### Add a New Field &#x20;

To create another field:

1. Click **Add**

{% embed url="<https://app.supademo.com/demo/cmojk0r5100oz100jbvxraxvw?utm_source=link>" %}

2. Enter a descriptive label in the **Label** field

{% embed url="<https://app.supademo.com/demo/cmojk1t7600ee000kwcmlb9e4?utm_source=link>" %}

3. Add a **Hint** to guide users about the field

{% embed url="<https://app.supademo.com/demo/cmojk4bbj00kxxx0jyvhti09w?utm_source=link>" %}

4. Select the appropriate data type using the **Type** dropdown

{% embed url="<https://app.supademo.com/demo/cmojk59s000eh000kxrwztf20?utm_source=link>" %}

5. Enable **Mandatory** if the field must be required

{% embed url="<https://app.supademo.com/demo/cmojk698100l9xx0j1dqhm89m?utm_source=link>" %}

6. Click **Create**

{% embed url="<https://app.supademo.com/demo/cmojk7acn00qb100jf2ntkpwo?utm_source=link>" %}

The new custom field will be added to the Field Collection list.

### Edit or Modify a Field &#x20;

To update an existing custom field:

1. Locate the field in the Field Collection list
2. Click the **Edit** option

{% embed url="<https://app.supademo.com/demo/cmojmd86o019w100jwu8zb7g9?utm_source=link>" %}

1. Modify the label, hint, data type, or mandatory status
2. Click **Save**

Changes are applied immediately.

### Delete a Field &#x20;

To remove a custom field:

1. Locate the field
2. Click the **Delete** option

{% embed url="<https://app.supademo.com/demo/cmojnnc4200tlxx0jmfbl5hs7?utm_source=link>" %}

3. Confirm the action

{% embed url="<https://app.supademo.com/demo/cmojo58hw016bxx0jheni2d90?utm_source=link>" %}

The field will be permane\`ntly removed.

### Exit Field Collection &#x20;

* Click the **Close** button to exit the Field Collection interface\
  or
* Click the **Arrow** button to return to the previous page


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