How do I Manage Contact Fields?

To reach this page, first click on the Contacts tab at the top of your account: 

Next, click the Fields button:



This will take you to the Manage Contact Fields page where you can create, update, and delete your contact fields. You can also see which contact fields are "featured", and where they are being used within your account. 

Create a New Field

You can create new contact fields from your contact's tab, or within a flow using the Update the Contact action. 

Manually

Click on Fields from your contact's page, then click on the menu icon ☰ on the right side of your screen, and you will see New field.

Then, give your field a name, select the field type, and choose whether you'd like it to be "featured" on your contact's page or not:



Under Agent access, chose what access your agents will have to this data. Hidden to hide it, View to let them see it, and Edit to give them permission to change that data.

That's it!

Within a Flow

To create a new contact field in a flow, you must add an Update the Contact action:



Then create the new field name and the the variable using @results.[variable_name].


Note: A single contact field will store only up to 640 character.

Click Ok and you'll see that the new contact field will be updated in the flow:



You can then go into your Manage Contact Fields page to view that new contact field, its corresponding variable, and field type.

Learn more about adding and updating contact fields here.

Updated on: 19/03/2025