What are contact custom fields?

Contact custom fields let you collect additional data about your customers, like Customer Type, Current Plan, Permanent Address, etc apart from the basic information such as email or phone number. Contact custom fields can be later used to create ticket queues, filters or run reports on.

Plan: All plans

How to view/set values to these custom fields?

The visibility of the field is set to “Internal - Agents Only” or both “Agents & Contacts” at field level while creating the field.

For agents

The contact fields are visible in new ticket form, ticket details right pane and contact detail pages.

Ticket details right pane

contact detail page

New ticket form

Agents can edit these values at per field level by hovering and clicking on the edit icon beside the fields or click on the “Edit all” option at the top right corner to start editing all the fields in one go.

Hovering a field will display the edit icon

Clicking on “Edit all” at the top right corner, lets you edit all the fields in one go.

For contacts

If the visibility is set to “Agents & Contacts”, the contacts can also view these fields in non-login new ticket form created through the support portal.



Who manages these fields?

Only agents with “Manage contact custom fields” can create new custom fields or edit/delete existing custom fields properties.

Note: All other agents can just view the created custom fields across the app and set values for the same.

If you are using HappyFox Classic version, refer to the attached document.