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Overview

Custom Fields enable users to add tailored attributes to contact types, facilitating better organization and display of relevant information in the inbox sidebar. Whether tracking deal statuses or identifying assigned support representatives, these fields streamline communication and provide essential context for conversations. By defining attributes in Conduit, users can customize the sidebar layout, ensuring critical information remains prominently accessible.

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Setup

Setting up Custom Fields involves straightforward steps:
  • Go to Settings > Workspace > Custom Fields from your sidebar

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Add a Section

Sections group related custom fields together, so they stay organized and easy to scan.
  • Click Add section
  • Give the section a descriptive Name (e.g., “Deal Info” or “Support Details”)
  • Click Create section to save it

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Add a Field

Once you have a section, add custom fields to it.
  • Click Add field within the section
  • Choose a field type and provide a descriptive Name reflecting its purpose (e.g., “Deal Stage” or “Assigned Support Rep”)
  • Click Create field to save it
Available field types include:
  • Text - for custom notes or URLs
  • Number - for quantitative values like ratings
  • Checkbox - for yes/no answers
  • Date - for tracking specific dates or follow-ups
  • Phone Number - for adding contact numbers
  • Member - to assign workspace members
  • Select/Multi-Select - for dropdown options

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Customize the Sidebar

Once attributes are created:
  • Navigate to the Customize Sidebar section
  • Drag and drop attributes to arrange them
  • Add them to specific sections like At a Glance or Details
  • Save changes to reflect updates in the inbox sidebar immediately

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Workflow

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Automatically Populate Fields

Many fields are automatically filled when syncing contacts from integrated channels like WhatsApp, Email, or Text.

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Manual Updates

Directly update fields from the contact’s sidebar by clicking on the attribute and entering information (e.g., phone numbers, deal statuses).

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Use Cases for Custom Fields

  • Track lead status with “Deal Stage” attribute
  • Assign and display Customer Support Rep for conversation visibility
  • Monitor key contact dates like “Last Contacted Date” for timely follow-ups
  • Flag specific contacts with checkboxes for VIP customers or urgent inquiries
Custom Fields enable tailored Conduit experiences that ensure all relevant information remains readily accessible and current.