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🗂️ Contact Fields

Configure and customize contact fields to capture comprehensive customer data, enabling powerful segmentation, personalization, and enhanced customer relationship management.

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📋 Contact Fields Overview

Contact Fields Interface Design and manage your contact data structure with flexible field types, custom configurations, and intelligent organization for optimal customer data collection.

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📊 Available Field Types

Field TypeDescriptionUse Cases
Standard FieldsBuilt-in contact fieldsPhone Number, Email, First Name, Last Name
Custom FieldsUser-defined fieldsEmail Address, Address, City, Zip Code
System FieldsPlatform-generated fieldsCountry, Phone Number1
Text FieldsCustom text inputCustom descriptions and notes

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➕ Adding Contact Fields

Contact Fields Interface

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🎯 Field Creation Process

Add New Field

Create custom contact fields for your specific needs
Button: “Add” - Start field creation wizard
Options: Multiple field types available

Dialer GHL Mapped

Import fields from external systems
Integration: GoHighLevel field mapping
Automation: Sync existing field structures

Field Configuration

Configure field properties and validation
Settings: Field type, validation, requirements
Display: Labels, placeholders, help text

Field Organization

Organize fields into logical groups
Layout: Visual field arrangement
Categories: Group related information

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🏗️ Field Types & Configuration

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📝 Standard Field Types

  • Contact Information
  • Address Fields
  • Custom Fields
👤 Personal Data Fields:
- Phone Number: Primary contact number
- Email: Email address with validation
- First Name: Contact's first name
- Last Name: Contact's surname

Features:
✅ Built-in validation
✅ Standard formatting
✅ Required field options
✅ Duplicate detection

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⚡ Field Actions & Management

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🗑️ Delete Field Options

From the interface, you can see delete buttons (🗑️) next to certain fields, allowing you to:

Remove Custom Fields

Delete user-created custom fields
Action: Click red delete button
Warning: Permanent deletion of field and data

Field Validation

Ensure data quality with validation rules
Email: Automatic email format validation
Phone: Phone number format checking

Field Organization

Organize fields for optimal user experience
Drag & Drop: Reorder field positions
Grouping: Logical field arrangement

Required Fields

Set mandatory vs optional field requirements
Core Data: Phone, Email, Name fields
Optional: Additional custom information

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🔗 Integration Capabilities

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🎯 System Integrations

CRM Sync

Synchronize with popular CRM systems
Mapping: Bi-directional field mapping
Real-time: Live data synchronization

GoHighLevel (GHL)

Direct integration with GHL platform
Button: “Dialer GHL Mapped”
Automation: Automatic field mapping

Marketing Automation

Power marketing campaigns with field data
Personalization: Dynamic content insertion
Triggers: Automated campaign actions

API Access

Programmatic field management
REST API: Full CRUD operations
Webhooks: Real-time field updates
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