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Custom fields

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Vibhor Agrawal
Updated 1 year ago

Helpwise allows you to add more details to your contacts, such as customer id, plan name, etc. A custom field can be created from settings and can be given value against a contact via API, manually or third-party integrations like Zapier.

To add a custom field, go to settings and click on contacts.

Click on create your first custom field and fill in the name, description, and hit save.

To add value to a custom field in contact manually, go to contacts click on edit this contact, and click on the + button at the bottom to select the custom field you want to add.

Add the value and hit save.

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