Contact Fields

Contact fields let you store information about your customers beyond name, email and phone, such as their plan, city, birthday or customer ID. Resool has built-in fields for every contact and lets you add your own custom fields for people and for companies. You can fill them in by hand, from imports, workflows, AI Agents or connected apps, then use them to filter contacts, build segments and personalise broadcasts.

#Before you begin

• Anyone who can see contacts can open Settings › Contact fields.
• Adding, editing and deleting custom fields for people needs Create and edit contacts. Company fields need Create and edit clients.
• Hiding, showing or renaming a built-in field is a workspace setting, so it needs an Owner or Admin.

#The Contact fields page

Go to Settings › Contact fields. The page has two tabs:

• People: fields saved on each contact.
• Companies: fields saved on each company. See Companies.

The table lists the built-in fields (marked Built-in) together with your custom fields, with their Name, Field ID, Description, Type, Visibility and Date added. Use Search contact fields to find one.

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Settings › Contact fields, People tab

The Contact fields table with built-in fields (Phone, Email, Country, Language, Companies, Internal notes) marked Built-in, plus three custom fields (Plan as Dropdown, Birthday as Date, Customer ID as Single-line text), and the Add Custom Field button.

File: screenshots/contact-fields-list.png

The built-in people fields are Phone, Email, Country, Language, Companies and Internal notes. They can't be deleted, but you can rename or hide them.

#How to add a custom field

1. Go to Settings › Contact fields and choose the People or Companies tab.
2. Click Add Custom Field.
3. Fill in the dialog:
   • Name: what your team sees, for example "Birthday" or "Customer ID".
   • Field ID: the key used in imports and the API. Lowercase letters, numbers and _ only. It can't change after creation.
   • Type: one of the types below. It can't change after creation.
   • Description (Optional): when the team should use the field.
   • Visibility (people only): where the field shows in the contact panel of a conversation.
   • Show in Contact details (or Show in Company details): whether the field appears in the Inbox panel. The contact or company page always shows it.
   • Options: for Dropdown fields, type each option and click Add.
4. Click Add.

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Settings › Contact fields › Add Custom Field

The Add Custom Field dialog with Name "Plan", Field ID "plan", Type Dropdown, Options Basic, Pro and Enterprise added, Visibility "Show when it has a value", and the Show in Contact details switch on.

File: screenshots/contact-fields-dialog.png

#Field types

#Visibility options

• Always show: the field is always listed in the conversation's contact panel.
• Always hide: the field is kept out of the panel (it's listed under hidden fields).
• Show when it has a value: the field appears only once it's filled in.

#How to edit, rename or hide a field

• Edit a custom field: open its ⋯ menu and choose Edit. You can change the name, description, visibility and options, but not the Field ID or type.
• Rename a built-in field: open its menu and choose Rename. Leave the default name to keep it.
• Show or hide a built-in field: open its ⋯ menu and choose Show in contact panel or Hide from contact panel.
• Show or hide any field in the Inbox panel's details: use the switch on the field's row.

#How to reorder fields

Drag a field by its handle to change its position. Contacts and companies show fields in this order on their pages and in the Inbox panel.

#How to delete a custom field

Open the field's ⋯ menu and click Delete. Its values are removed from every contact and this can't be undone.

#How custom fields are used

• Contact profile and Inbox: fill in values on the contact page or in the conversation's contact panel. See Contact profile.
• Filters and segments: filter contacts with Contact Field and build segments on any field. See Segments.
• Imports: map a CSV column to a custom field. See Importing contacts.
• Broadcasts: fill template variables from a custom field. See Creating a broadcast.
• Workflows and AI Agents: update fields automatically with the Update contact field step or the AI Agent skill. See Workflow steps.
• Inbox variables: insert built-in contact values into replies with $.

#FAQ and troubleshooting

#Can I change a field's type after creating it?

No. The type and the Field ID are fixed. Create a new field with the right type, move the values (for example with an export and import), then delete the old one.

#Why can't I add fields?

Your role doesn't include Create and edit contacts (or Create and edit clients for company fields).

#Why can't I rename or hide a built-in field?

Only Owners and Admins can change built-in fields, because it affects the whole workspace.

#What's the difference between Visibility and Show in Contact details?

Both control the Inbox panel only. The contact page always lists every field. Use Visibility to decide when the field appears in the panel, and the switch to remove it from the panel's details completely.

#What's next?

• Segments
• Importing contacts
• Tags
• Contact details panel