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:
- Select the Admin section of your Talkdesk account.
- Click the Preferences tab.
- 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).
- Press the “Add Custom Field” to continue adding additional fields.
- Press Save at the bottom of the page.
Your custom field is now automatically added to all your existing and new contacts.