Go to Helpwise

Helpwise Support Center

Advice and answers from the Helpwise Team

Custom fields

Helpwise is an easy to use shared inbox and email collaboration software for teams to manage team email accounts like help@, sales@, etc. Get Shared Inbox for your team now!
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.

Did this answer your question?
😞 😐 😃