How can we Help?

Adding Custom Fields

Follow

Besides the already available contact information, like phone number, email, company, address, etc., Talkdesk also allows you to create custom fields adapted to all your business needs.

 

How to add a custom field

To add a custom field to your contacts’ profiles:

Adding_Custom_Fields.png

  • Select the 'Admin' section of your Talkdesk account [1].
  • Click the 'Preferences' tab [2].
  • Scroll down to 'Custom Fields' and type in your new field to be displayed on the contact’s profile (ie. Account ID, Subscription Plan, etc) [3].
  • Press 'Add Custom Field' to continue adding additional fields [4].
  • Press 'Save' to apply your changes [5].

Your custom field is now automatically added to all your existing and new contacts. 

Have more questions? Submit a request

Comments

Powered by Zendesk