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(2)From the left navigation menu, go to Contact > Fields.

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(3)Click Add

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(4)Select a . Provide Field name, Display name. b. data type as per your need. 

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(5)Provide field details, such as Name, Field length, Help text, or value required. The following example is a Dropdown list type field.

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(6)(Optional) Turn on the toggle keys: Visible and Required. The meaning of field settings are as follows:

  • Visible: Visible fields appear when creating contacts. If you do not need a prebuilt field, turn off the Visible toggle to hide it.

  • Required: Required fields indicate the information is required when creating a contact.

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(7)Click Save to complete the custom field configuration.

Now when you go to your Agent Console, you will find a custom field that has been added under the Contact tab.

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