How to Create and Edit Custom Fields
How to Create and Manage Custom Fields in SnapDesk
Custom fields make it quick and easy to segment your contacts into actionable groups. These groupings of custom fields can then be texted directly, receive scheduled messages and more.
The following steps will walk you through how to create your first custom field and show you how to create a group based on that custom field.
Let's first make a "Custom Field" for your contacts. Navigate to settings by clicking the blue circle with your initials in the top right-hand corner of the screen
Click on "Custom Fields" from the settings list
Click on the blue plus button on the bottom right-hand corner of the screen
Give your custom field a name, we are going to call ours "Customer or Staff". This field can be named anything you'd like.
Now Click on "Select type here" and choose "select" from the drop down. You can also select "text, date, and phone" but select is the best option for group creation
In Extension Options add the different select options separated by a comma like below. These will be the options for this custom field
Wait for a notification to pop letting you know the Custom Field was installed properly (click the bell icon on top-right of screen)
Navigate to your contacts and update their custom fields accordingly (You can also bulk update contacts with a .csv file upload)
Once your contacts have the right custom field settings navigate to the Groups Module and click on the orange plus button in bottom right-hand corner
Click on "Smart Group"
Give your group a name and do the following