Custom fields allow you to collect and manage additional contact information tailored to your business needs. Follow these steps to add custom fields in Taskip.

Step 1: Navigate to Contact Settings #

1. Open Taskip Dashboard.
2. Click on Settings from the left sidebar.
3. Select Contact Settings under the Business section.

Step 2: Open Custom Fields #

1. Inside Contact Settings, click on the Custom Fields tab.
2. Click on the “Add Field” button to create a new custom field.

Step 3: Configure the Custom Field #

1. Enter Label – Provide a name for the custom field (e.g., “Job Title”, “Company Size”).
2. Select Field Type – Choose from various field types:
   • Single Line Text – For short text input.
   • Multiple Line Text – For long descriptions.
   • Numeric Field – For numbers (e.g., salary, phone number).
   • Select Field – Dropdown selection.
   • Radio Field – Single-option selection.
   • Checkboxes Field – Multiple-option selection.
   • Date – For date input.
   • Date Time – Includes date and time input.
3. Select Field Group – Assign the field to a category (e.g., “Information”, “Preferences”). You can add your own group from the group tab.

Step 4: Save and Apply #

1. Click “Save Changes” to add the field.
2. The new field will now be available when creating or editing a contact.

Custom Fields Are Now Added! #

Your contacts can now include custom data fields for better organization and personalization also you can group them by segment.