Manage contact fields in a few steps
If you just need the essentials, follow this:
- Open Contacts and click Fields
- Create a field from the Fields page (menu → New field)
- Choose type (Text/Number/Date & Time), Featured, and Agent access
- Optionally create fields from a flow using Update Contact
- Troubleshoot access, blank values, and the 640-character limit
You’re done. Your workspace can now store consistent contact data and control who can view or edit it.
Step-by-Step Process
Contact fields store information about each contact (for example: name, location, age, registration date).
The Manage Contact Fields page lets you create, update, and delete fields, see which fields are featured,
and check where fields are used in your workspace (for example, in flows).
- Go to Contacts.
- Click Fields.
[CAPTURE: Contacts page with the “Fields” button visible.]
[CAPTURE: Manage Contact Fields page showing the fields list.]
You can create contact fields in two ways:
- Manually from the Manage Contact Fields page
- From within a flow using an Update Contact action
- On the Manage Contact Fields page, open the menu (☰ / ⋮).
- Select New field.
- Enter a field name.
- Choose the field type: Text, Number, or Date & Time.
- Choose whether the field should be Featured (shown prominently on the contact page).
- Under Agent access, choose: Hidden, View, or Edit.
- Save.
[CAPTURE: Manage Contact Fields page with menu open showing “New field”.]
[CAPTURE: New field dialog showing name, type, Featured toggle, and Agent access options.]
- Open the flow where you want to store data.
- Add an Update Contact action.
- In the field selector, type a new field name to create it.
- Set the value using a variable such as @results.variable_name.
- Click OK and save the flow.
[CAPTURE: Flow editor with “Update Contact” action highlighted.]
[CAPTURE: Update Contact action showing a new field name and value set to @results.variable_name.]
[CAPTURE: Flow showing the Update Contact action saved/visible in the canvas.]
- If agents can’t see or edit a field, open the field and set Agent access to View or Edit.
- If a value looks blank, confirm the flow reaches the Update Contact step and that the referenced @results value exists.
- If values are cut off, keep them under 640 characters or store a shorter summary.
Common Issues & Quick Fixes
Problem: I can’t find the “Fields” button.
Fix: Make sure you’re in Contacts (not a specific contact profile or another module). If it’s still missing, check your user permissions if the workspace restricts access to contact configuration.
Problem: Agents can’t see or edit a field.
Fix: Open Manage Contact Fields, edit the field, and change Agent access to View or Edit.
Problem: The field updates in the flow but looks blank on the contact.
Fix: Confirm the flow reaches the Update Contact step and that the variable you write (for example, @results.age) exists and has a value.
Problem: The value is cut off.
Fix: Keep values under 640 characters. If you need longer content, store a shorter summary and keep full text elsewhere (for example, an external system).