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

1. Go to the Contacts screen

1. Click Settings (near the Add Customer button)

2. Select Field Collection from the dropdown

Method 2: Using Global Search

1. Click the Search icon or Press Ctrl + K (Windows) / Cmd + K (Mac)

2. Type Field Collection

3. Select it from the dropdown list

You will be redirected to the Field Collection page.

Create a Custom Field

1. Click the Add button (top right corner)

1. Enter the Field Name (Label)

1. Enter a Hint (to guide users on what data to enter)

2. 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:

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

To create another field:

1. Click Add

1. Enter a descriptive label in the Label field

1. Add a Hint to guide users about the field

1. Select the appropriate data type using the Type dropdown

1. Enable Mandatory if the field must be required

1. 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:

1. Locate the field in the Field Collection list

2. Click the Edit option

1. Modify the label, hint, data type, or mandatory status

2. Click Save

Changes are applied immediately.

Delete a Field

To remove a custom field:

1. Locate the field

2. Click the Delete option

1. 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