Learn how to set up custom attributes to store customer information not covered by existing fields in contact details.
User Level:
Admin
Custom Attributes
What are they?
There are a number of standard attributes which exist for contacts. These include data like the contact's email, phone, address details, CRM ID, favorite agent, and more. However, we know that not all contact data will fit into one of these categories. Contacts being imported from an integration, for example, may have additional attribute types that differ from the ones offered. That's why CloudTalk lets you add your own custom fields, known as custom attributes.
Create Custom Attributes
From the dashboard, navigate to Account > Settings and scroll down to the Contacts section.
Select
+ Add Custom Attribute. You can make as many custom attributes as you want, or remove existing ones.
Select Save Changes at the bottom of the page to finalize changes.
To delete custom attributes, click the bin icon next to the field, confirm by selecting Delete, and the attribute will be removed.
New attribute fields will be displayed within the real-time customer card, contact detail, and screens for adding or editing contacts.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!