Field Collection
The Field Collection feature allows you to create and manage custom fields for customer contacts.
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.
Access Field Collection
You can access Field Collection using either of the following methods.
Method 1: From Contact Screen
Go to the Contacts screen
Click Settings (near the Add Customer button)
Select Field Collection from the dropdown
Method 2: Using Global Search
Click the Search icon or Press Ctrl + K (Windows) / Cmd + K (Mac)
Type Field Collection
Select it from the dropdown list
You will be redirected to the Field Collection page.
Create a Custom Field
Click the Add button (top right corner)
Enter the Field Name (Label)
Enter a Hint (to guide users on what data to enter)
Select the appropriate Data Type
Select Data Type
Choose the data type based on the information you want to collect.
Available Data Types
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: [email protected]
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
After selecting the data type:
Toggle the Status to enable or disable the field
Toggle the Required option to control mandatory field visibility
Click Save
The custom field will be created successfully.
Add a New Field
To create another field:
Click Add
Enter a descriptive label in the Label field
Add a Hint to guide users about the field
Select the appropriate data type using the Type dropdown
Enable Mandatory if the field must be required
Click Create
The new custom field will be added to the Field Collection list.
Edit or Modify a Field
To update an existing custom field:
Locate the field in the Field Collection list
Click the Edit option
Modify the label, hint, data type, or mandatory status
Click Save
Changes are applied immediately.
Delete a Field
To remove a custom field:
Locate the field
Click the Delete option
Confirm the action
The field will be permane`ntly removed.
Exit Field Collection
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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