> ## Documentation Index
> Fetch the complete documentation index at: https://watermelon.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom fields

> Collect and organize your customer information efficiently using Fields. The custom fields allow you to store exactly the data that matters to your business, like a customer number, order number, or customer type.

## **What is a field?**

A **field** represents a specific piece of information connected to a contact, such as a name, phone number, or email address.

## Custom fields

**Custom fields** are fields you create yourself to store extra information about your contacts. They’re useful when you want to:

* Store specific data such as *customer number*, *order number*, or *subscription type*
* Search for contacts based on your own criteria
* Have your Agent reuse specific details during the conversation and when the end-user starts a new conversation

<Info>
  Custom fields are available in Advanced, Business and Enterprice licenses.
</Info>

### Where to find custom fields?

You can find custom fields at **Settings** > **Fields** > **Custom fields**.

<Frame>
  <img src="https://mintcdn.com/watermelon/mZg9KlaD50Kngxit/images/contact-management/custom-fields/custom-fields-menu.png?fit=max&auto=format&n=mZg9KlaD50Kngxit&q=85&s=b30f6ebf66ec7cb5150c15a27b82f906" alt="Custom Fields Menu" width="2922" height="1390" data-path="images/contact-management/custom-fields/custom-fields-menu.png" />
</Frame>

These fields are also shown at the **Contact’s details** in the **Inbox**:

<Frame>
  <img src="https://mintcdn.com/watermelon/mZg9KlaD50Kngxit/images/contact-management/custom-fields/custom-fields-inbox.png?fit=max&auto=format&n=mZg9KlaD50Kngxit&q=85&s=78bad6d33f4df158074a9eb473565528" alt="Custom Fields Inbox" width="2922" height="1390" data-path="images/contact-management/custom-fields/custom-fields-inbox.png" />
</Frame>

and via **Contacts** in each **contact profile**:

<Frame>
  <img src="https://mintcdn.com/watermelon/mZg9KlaD50Kngxit/images/contact-management/custom-fields/custom-fields-contacts.png?fit=max&auto=format&n=mZg9KlaD50Kngxit&q=85&s=2e54a1097ffd66f0ae18380c7b353463" alt="Custom Fields Contacts" width="2922" height="1390" data-path="images/contact-management/custom-fields/custom-fields-contacts.png" />
</Frame>

### Creating a custom field

Follow these steps to create a new **custom field**:

<Steps>
  <Step title="Navigate to custom fields">
    Open **Fields** and open the tab **custom fields.**
  </Step>

  <Step title="Create custom field">
    Click **Create** in the top-right corner. A pop-up will open.

    <Frame>
      <img src="https://mintcdn.com/watermelon/mZg9KlaD50Kngxit/images/contact-management/custom-fields/custom-fields-create.png?fit=max&auto=format&n=mZg9KlaD50Kngxit&q=85&s=8430e8f5a12778e9fadb33b85816b23d" alt="Custom Fields Create" width="2922" height="1390" data-path="images/contact-management/custom-fields/custom-fields-create.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/watermelon/mZg9KlaD50Kngxit/images/contact-management/custom-fields/custom-fields-details.png?fit=max&auto=format&n=mZg9KlaD50Kngxit&q=85&s=941e853a8438ad3375ceec1e8b18ad65" alt="Custom Fields Details" width="2922" height="1390" data-path="images/contact-management/custom-fields/custom-fields-details.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required fields">
    <AccordionGroup>
      <Accordion title="Custom field name">
        Under **Custom field name** enter a clear description of the information you want to collect, e.g. order number, customer ID or company name.
      </Accordion>

      <Accordion title="Context for AI Agent">
        Under **Context for AI Agent** give your Agent context so it knows how and when to fill in this field, e.g. “This is an order number. The order number consists of 3 letters and 6 numbers, the three letters are always ORD and the 6 numbers are random. Example of an order number: ORD123456".
      </Accordion>

      <Accordion title="Format">
        Under **format** choose the type of data you want to collect. Choose from:

        * **Short text**: Use this for short text, such as names, company names, or addresses.
        * **Numbers**: Only numeric values are allowed. Ideal for customer numbers, order numbers, or quantities.
        * **Email**: Only valid email addresses are allowed (must contain an @).
        * **Phone**: Only phone numbers are allowed.
        * **Currency**: You can select the currency; only amounts with two decimal places are allowed.
        * **Date**: Only dates in a day/month/year or day-month-year format are allowed.
      </Accordion>

      <Accordion title="Unique">
        Under **Unique**, indicate whether the field should contain a unique value. Use unique fields for values that uniquely identify a contact, such as customer number, case or ticket number or customer ID. 

        Marking a field as unique helps prevent **duplicate contacts**.

        If you don’t use unique fields, you might end up with multiple contact records for the same person, making your overview less reliable.
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Review your settings and click Create">
    Once created, your custom field is immediately available in the contact details.
  </Step>
</Steps>

### Editing a custom field

Want to edit an existing custom field? Here’s how:

<Steps>
  <Step title="Navigate to custom fields">
    Open **Fields** and open the tab **custom fields.**
  </Step>

  <Step title="Select the custom field you want to update">
    A pop-up will appear.
  </Step>

  <Step title="Edit the information you want to update">
    * Change the custom field name;
    * Change the context for AI Agent;
    * Change the format or;
    * Change if this field's unique.
  </Step>

  <Step title="Save your changes">
    Click the save button
  </Step>
</Steps>

<Info>
  Your changes will be applied immediately to all contacts where this field is used.
</Info>

### Deleting a custom field

If you no longer need a custom field, you can delete it:

<Steps>
  <Step title="Navigate to custom fields">
    Open **Fields** and open the tab **custom fields.**
  </Step>

  <Step title="Find the custom field you want to delete" />

  <Step title="Click the trash bin icon to delete the field">
    <Frame>
      <img src="https://mintcdn.com/watermelon/mZg9KlaD50Kngxit/images/contact-management/custom-fields/custom-fields-delete.png?fit=max&auto=format&n=mZg9KlaD50Kngxit&q=85&s=233817e47107f058f7456d3758e952c2" alt="Custom Fields Delete" width="2922" height="1390" data-path="images/contact-management/custom-fields/custom-fields-delete.png" />
    </Frame>
  </Step>

  <Step title="Confirm your choice">
    Decide whether you're sure you want to delete this custom field. Then, in the pop-up click 'Delete' again.
  </Step>
</Steps>

<Warning>
  Deleting a custom field is irreversible and also means the data stored in that field will no longer be visible in the contact details.
</Warning>
